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Building 2LEXINGTON WEALTH MANAGEMENT, INC.

Map pinLEXINGTON, MA
Phone781-860-7745
NotebookSEC #801-64329
Total AUM
$929.2M
Employees
18
Clients
397

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 WALTHAM STREET
LEXINGTON
MA 02421
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
781-860-7745

ReceiptFinancials

Total AUM
$929.2M
Accounts
2,152
Discretionary
$929.2M
Accounts
2,152
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
205
AUM
$67.8M
HNW Individual Clients
187
AUM
$844.9M
Pension/Profit Sharing Plan Clients
1
AUM
$9M
Charitable Organization Clients
2
AUM
$2M
Corporation or Business Clients
2
AUM
$5.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILMAMENHNJNYRITX

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

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