Coliseum Wealth Management, LLC
Coliseum Wealth Management, LLC (CRD# 165610) is a financial advisory firm headquartered in Rockville, MD. They manage $53,332,511 in 568 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Coliseum Wealth Management, LLC
By the Numbers
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Total Assets Under Management53MILLION
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Total Number of Accounts568ACCOUNTS
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Average Account Value$93,895
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, MD, TX, VA
Financial Advisors at Coliseum Wealth Management, LLC
No Advisor Found.
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