Conceptual Wealth Management LLC

Conceptual Wealth Management LLC (CRD# 169453) is a financial advisory firm headquartered in , . They manage $296,095 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.conceptualwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $42,299
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Conceptual Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Norman Hunt, financial advisor Brazil IN
Norman J. Hunt
CRD#: 5494356
Brazil, IN

Norman Hunt (CRD# 5494356) is an Investment Advisor Representative working at Conceptual Wealth Management LLC in Brazil, IN and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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