Michael DeovletCRD Number: 1774897
Current Firm: Ma Wealth Management
Michael Deovlet (CRD# 1774897) is an Investment Advisor Representative working at Ma Wealth Management in Long Beach, CA and has over 34 years of experience in the finance industry.
Raymond James & Associates, Inc.
Grove Point Advisors, LLC
Awm Capital, LLC
|Management Activities||Long Beach, CA||Oct 1993 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1988|
|S65||NASAA Investment Advisors Law Examination||Nov 2009|
Total Assets Under Management51MILLIONS
Total Number of Accounts37ACCOUNTS
Average Account Value$1,368,630
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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