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STRATWEALTH
FULTON, MD
410-988-9494
SEC #801-61179Total AUM
$1.8B
Employees
22Clients
1,208Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8170 MAPLE LAWN BLVD.
SUITE 100
FULTON
MD 20759
United States
SUITE 100
FULTON
MD 20759
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
410-988-9494
Other Offices
2
Financials
Total AUM
$1.8B
Accounts
3,700Discretionary
$1.4B
Accounts
3,579Non-Discretionary
$381.4M
Accounts
121
Clients
Individual Clients
705AUM
$309.2M
HNW Individual Clients
428AUM
$1.1B
Pension/Profit Sharing Plan Clients
70AUM
$316M
Corporation or Business Clients
5AUM
$2.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACODCDEFLGALAMAMDMINCNHNJNYPASCTNTXVA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.