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SUREVEST WEALTH MANAGEMENT
PHOENIX, AZ
480-272-7116
SEC #801-112653Total AUM
$382.1M
Employees
10Clients
277Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2425 E. CAMELBACK ROAD
SUITE 890
PHOENIX
AZ 85016
United States
SUITE 890
PHOENIX
AZ 85016
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
480-272-7116
Other Offices
3
Financials
Total AUM
$382.1M
Accounts
772Discretionary
$355.7M
Accounts
731Non-Discretionary
$26.3M
Accounts
41
Clients
Individual Clients
183AUM
$91M
HNW Individual Clients
93AUM
$291.1M
Charitable Organization Clients
1AUM
$1K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
MODEL MANAGEMENT & PRIVATE FAMILY CFO SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACODCFLNJNVNYTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.