Constant Wealth Management, LLC

Constant Wealth Management, LLC (CRD# 173284) is a financial advisory firm headquartered in , . They manage $24,586,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $341,472
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)
  • Educational seminars/workshops
  • Other
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.

TX

Financial Advisors at Constant Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles R. Constant
CRD#: 2247839
Dallas, TX
68
Wealthminder
score

Charles Constant (CRD# 2247839) is an Investment Advisor Representative working at Constant Wealth Management, LLC in Dallas, TX and has over 9 years of experience in the finance industry.

2
James W. Schaeffer
CRD#: 6547559
Dallas, TX
64
Wealthminder
score

James Schaeffer (CRD# 6547559) is an Investment Advisor Representative working at Constant Wealth Management, LLC in Dallas, TX and has over 2 years of experience in the finance industry.

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