Disciplined Wealth Management, LLC
Disciplined Wealth Management, LLC (CRD# 139473) is a financial advisory firm headquartered in , . They manage $1,600,000 in 26 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$61,538
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Troy Schield (CRD# 2614593) is an Investment Advisor Representative working at Disciplined Wealth Management, LLC in Littleton, CO and has over 10 years of experience in the finance industry.