Ejm Wealth Management, LLC

Ejm Wealth Management, LLC (CRD# 149698) is a financial advisory firm headquartered in , . They manage $125,080,340 in 151 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $828,347
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

FL, IL, NH, TX

Financial Advisors at Ejm Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Nelson, financial advisor Tampa FL
Steven C. Nelson
CRD#: 5647949
Tampa, FL

Steven Nelson (CRD# 5647949) is an Investment Advisor Representative working at Ejm Wealth Management, LLC in Tampa, FL and has over 15 years 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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