Darby Wealth Planning LLC
Darby Wealth Planning LLC (CRD# 300291) is a financial advisory firm headquartered in Las Vegas, NV. They manage $20,842,000 in 95 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management21MILLION
-
Total Number of Accounts95ACCOUNTS
-
Average Account Value$219,389
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
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.
CA, NJ, NV, NY
Financial Advisors at Darby Wealth Planning LLC
1
Patrick Darby (CRD# 5862479) is an Investment Advisor Representative working at Darby Wealth Planning LLC in Las Vegas, NV and has over 13 years of experience in the finance industry.
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