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Building 21858 WEALTH MANAGEMENT, LLC

Map pinAKRON, OH
Phone(234) 678-5183
NotebookSEC #801-117807
Total AUM
$207.4M
Employees
3
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3250 WEST MARKET STREET
SUITE 105
AKRON
OH 44333
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
(234) 678-5183

ReceiptFinancials

Total AUM
$207.4M
Accounts
391
Discretionary
$207.4M
Accounts
391
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
140
AUM
$42M
HNW Individual Clients
56
AUM
$155.3M
Pension/Profit Sharing Plan Clients
1
AUM
$8.3M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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