Beyond Your Exit Wealth Management

Beyond Your Exit Wealth Management (CRD# 315874) is a financial advisory firm headquartered in Lebanon, PA. They manage $1,562,380 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
336 Cumberland St S, Lebanon, PA 17042
https://beyondyourexitwm.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $260,397
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Beyond Your Exit Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Poltersdorf Jr, financial advisor Lebanon PA
Thomas E. Poltersdorf Jr
CRD#: 5778551
336 Cumberland St S, Lebanon, PA 17042

Thomas Poltersdorf Jr (CRD# 5778551) is an Investment Advisor Representative working at Beyond Your Exit Wealth Management in Lebanon, PA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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