Catoctin Wealth Management LLC

Catoctin Wealth Management LLC (CRD# 171749) is a financial advisory firm headquartered in Leesburg, VA. They manage $14,866,000 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $145,745
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

VA

Financial Advisors at Catoctin Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter M. Baker
CRD#: 5078132
113 East Market Street, Suite 220, Leesburg, VA 20176
93
Wealthminder
score

Peter Baker (CRD# 5078132) is an Investment Advisor Representative working at Catoctin Wealth Management LLC in Leesburg, VA and has over 12 years of experience in the finance industry.

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