Coliseum Wealth Management, LLC
Coliseum Wealth Management, LLC (CRD# 165610) is a financial advisory firm headquartered in North Bethesda, MD. They manage $48,000,000 in 289 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts289ACCOUNTS
Average Account Value$166,090
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DC, MD, VA
Scott Berman (CRD# 3190448) is an Investment Advisor Representative working at Coliseum Wealth Management, LLC in North Bethesda, MD and has over 17 years of experience in the finance industry.