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Building 2WEATHERVANE WEALTH MANAGEMENT, LLC

Map pinBERWYN, PA
Phone610-321-2400
NotebookSEC #801-63329
Total AUM
$126.1M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1055 WESTLAKE DRIVE
THIRD FLOOR
BERWYN
PA 19312
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
610-321-2400

ReceiptFinancials

Total AUM
$126.1M
Accounts
274
Discretionary
$104.5M
Accounts
269
Non-Discretionary
$21.6M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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