Belonging Wealth Management
Belonging Wealth Management (CRD# 292974) is a financial advisory firm headquartered in Longview, TX. They manage $10,834,131 in 54 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts54ACCOUNTS
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Average Account Value$200,632
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Belonging Wealth Management
1
Brandon Renfro (CRD# 5752564) is an Investment Advisor Representative working at Belonging Wealth Management in Longview, TX and has over 14 years of experience in the finance industry.
2
Den Murley (CRD# 7440587) is an Investment Advisor Representative working at Belonging Wealth Management in Longview, TX and has 1 year of experience in the finance industry.
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