Cox Wealth Management, LLC

Cox Wealth Management, LLC (CRD# 155223) is a financial advisory firm headquartered in , . They manage $98,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Cox Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
George A. Cox
CRD#: 2637789
474 Grove Street, Suite 900, Worcester, MA 01605
George Cox (CRD# 2637789) is an Investment Advisor Representative working at Cox Wealth Management, LLC in Worcester, MA and has over 20 years of experience in the finance industry.
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