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FERRELL WEALTH MANAGEMENT INC.
WINTER PARK, FL
407-629-7008
SEC #801-51822Total AUM
$546M
Employees
8Clients
423Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1400 W FAIRBANKS AVE
SUITE 202
WINTER PARK
FL 32789
United States
SUITE 202
WINTER PARK
FL 32789
United States
Operating Hours
8.30 A.M - 5.30 P.M
Monday - Friday
Monday - Friday
Phone
407-629-7008
Financials
Total AUM
$546M
Accounts
1,785Discretionary
$519M
Accounts
1,757Non-Discretionary
$27M
Accounts
28
Clients
Individual Clients
287AUM
$87M
HNW Individual Clients
128AUM
$459M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.