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).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    568
    ACCOUNTS
  • 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
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, TX, VA

Financial Advisors at Coliseum Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Lewis D. Baker
CRD#: 2543651
Silver Spring, MD 20910

Lewis Baker (CRD# 2543651) is an Investment Advisor Representative working at Coliseum Wealth Management, LLC in Silver Spring, MD and has over 25 years of experience in the finance industry. Lewis Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Scott M. Berman
CRD#: 3190448
Rockville, MD 20850

Scott Berman (CRD# 3190448) is an Investment Advisor Representative working at Coliseum Wealth Management, LLC in Rockville, MD and has over 20 years of experience in the finance industry.

3
Marc A. Columbo
CRD#: 5673972
Highland Park, IL 60035

Marc Columbo (CRD# 5673972) is an Investment Advisor Representative working at Coliseum Wealth Management, LLC in Highland Park, IL and has over 8 years of experience in the finance industry.

4
Francis U. Ramirez
CRD#: 6296047
Rockville, MD 20850

Francis Ramirez (CRD# 6296047) is an Investment Advisor Representative working at Coliseum Wealth Management, LLC in Rockville, MD and has over 4 years of experience in the finance industry.

5
Michael L. Smith
CRD#: 3115583
Atlanta, GA 30338

Michael Smith (CRD# 3115583) is an Investment Advisor Representative working at Coliseum Wealth Management, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

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