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Building 2MIDDLEBURG WEALTH MANAGEMENT LLC

Map pinMIDDLEBURG, VA
Phone571-643-5223
NotebookSEC #801-79738
Total AUM
$91.6M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 N MADISON STREET
MIDDLEBURG
VA 20118
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
571-643-5223

ReceiptFinancials

Total AUM
$91.6M
Accounts
310
Discretionary
$0
Accounts
0
Non-Discretionary
$91.6M
Accounts
310

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHTXVA

HandshakeAffiliates

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

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