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Building 2ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC

Map pinCHARLESTON, WV
Phone304-206-3338
NotebookSEC #801-64383
Total AUM
$361.4M
Employees
7
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 WASHINGTON STREET, EAST
CHARLESTON
WV 25301
United States
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
304-206-3338
Other Offices
1

ReceiptFinancials

Total AUM
$361.4M
Accounts
723
Discretionary
$361.4M
Accounts
723
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
197
AUM
$60.8M
HNW Individual Clients
105
AUM
$253.2M
Pension/Profit Sharing Plan Clients
8
AUM
$20.1M
Charitable Organization Clients
6
AUM
$20.8M
Corporation or Business Clients
5
AUM
$6.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYNCOHPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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