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Building 2MELTZER WEALTH MANAGEMENT

Map pinBETHESDA, MD
Phone301-581-7315
NotebookSEC #801-61447
Total AUM
$210.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6500 ROCK SPRING DRIVE
SUITE 500
BETHESDA
MD 20817
USA
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
301-581-7315

ReceiptFinancials

Total AUM
$210.9M
Accounts
359
Discretionary
$0
Accounts
0
Non-Discretionary
$210.9M
Accounts
359

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MD

HandshakeAffiliates

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Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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