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).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $166,090
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
  • Selection of other advisers (including private fund managers)
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.

DC, MD, VA

Financial Advisors at Coliseum Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott M. Berman
CRD#: 3190448
6171 Executive Blvd, North Bethesda, MD 20852
93
Wealthminder
score

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.

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