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Building 2VOLOMITE WEALTH MANAGEMENT, LLC

Map pinLEXINGTON, KY
Phone859-255-0860
NotebookSEC #801-69984
Total AUM
$150M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 W. MAIN STREET
SUITE 1910
LEXINGTON
KY 40507
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
859-255-0860

ReceiptFinancials

Total AUM
$150M
Accounts
33
Discretionary
$0
Accounts
0
Non-Discretionary
$150M
Accounts
33

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KY

HandshakeAffiliates

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

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