Disciplined Wealth Management, LLC
Disciplined Wealth Management, LLC (CRD# 139473) is a financial advisory firm headquartered in , . They manage $2,198,864 in 39 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Disciplined Wealth Management, LLC
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts39ACCOUNTS
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Average Account Value$56,381
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Disciplined Wealth Management, LLC
1
Troy Schield (CRD# 2614593) is an Investment Advisor Representative working at Disciplined Wealth Management, LLC in Littleton, CO and has over 18 years of experience in the finance industry.
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