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Building 21650 WEALTH MANAGEMENT, LLC

Map pinLIGHTHOUSE POINT, FL
Phone800-658-9560
NotebookSEC #801-131337
Total AUM
$119.7M
Employees
1
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4400 N FEDERAL HIGHWAY
SUITE 2
LIGHTHOUSE POINT
FL 33064
United States
Operating Hours
9-5
Monday - Friday
Phone
800-658-9560

ReceiptFinancials

Total AUM
$119.7M
Accounts
484
Discretionary
$119.7M
Accounts
484
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$24M
HNW Individual Clients
37
AUM
$88.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1M
Charitable Organization Clients
1
AUM
$1.5M
Corporation or Business Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLILMANHTX

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

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