Charleston Wealth Advisors

Charleston Wealth Advisors (CRD# 319565) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $50,507,188 in 241 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
806 Johnnie Dodds Blvd, Ste 202, Mount Pleasant, SC 29464
https://www.charlestonwealth.com/
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $209,573
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
The map below shows states where this firm has explicit registration only.

FL, SC, TX

Financial Advisors at Charleston Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Manuel Martinez, financial advisor Mount Pleasant SC
Manuel A. Martinez
CRD#: 4838649
806 Johnnie Dodds Blvd, Ste 202, Mount Pleasant, SC 29464

Manuel Martinez (CRD# 4838649) is an Investment Advisor Representative working at Charleston Wealth Advisors in Mount Pleasant, SC and has over 19 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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