Coliseum Wealth Management, LLC
Coliseum Wealth Management, LLC (CRD# 165610) is a financial advisory firm headquartered in North Bethesda, MD. They manage $26,568,000 in 357 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts357ACCOUNTS
Average Account Value$74,420
- 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 18 years of experience in the finance industry.