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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $61,538
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
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.

CO, TX

Financial Advisors at Disciplined Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Troy M. Schield
CRD#: 2614593
Littleton, CO
53
Wealthminder
score

Troy Schield (CRD# 2614593) is an Investment Advisor Representative working at Disciplined Wealth Management, LLC in Littleton, CO and has over 11 years of experience in the finance industry.

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