Billeter Wealth Management Inc.

Billeter Wealth Management Inc. (CRD# 142961) is a financial advisory firm headquartered in , . They manage $33,944,681 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $364,997
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Billeter Wealth Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bruce W. Billeter
CRD#: 1751156
Mead, WA
93
Wealthminder
score

Bruce Billeter (CRD# 1751156) is an Investment Advisor Representative working at Billeter Wealth Management Inc. in Mead, WA and has over 23 years of experience in the finance industry.

2
Justin C. Bosch
CRD#: 6037978
Mead, WA
90
Wealthminder
score

Justin Bosch (CRD# 6037978) is an Investment Advisor Representative working at Billeter Wealth Management Inc. in Mead, WA and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.