Wealth Protection Management

Wealth Protection Management (CRD# 126072) is a financial advisory firm headquartered in , . They manage $13,400,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $837,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Wealth Protection Management
Showing 1 - 1 of 1 top financial advisors.
1
Lili Vasileff, financial advisor Woodbridge CT
Lili A. Vasileff
CRD#: 4655110
Woodbridge, CT

Lili Vasileff (CRD# 4655110) is an Investment Advisor Representative working at Wealth Protection Management in Woodbridge, CT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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