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Building 2ID WASHINGTON WEALTH MANAGEMENT, LLC

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Phone570-932-0765
NotebookSEC #801-121328
Total AUM
$9.3M
Employees
1
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 4:30 PM
Monday - Friday
Phone
570-932-0765

ReceiptFinancials

Total AUM
$9.3M
Accounts
46
Discretionary
$4.7M
Accounts
40
Non-Discretionary
$4.6M
Accounts
6

ContactClients

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Individual Clients
42
AUM
$4.3M
HNW Individual Clients
4
AUM
$5M

Briefcase businessServices

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

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Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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

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