Euclid Wealth Management LLC

Euclid Wealth Management LLC (CRD# 281437) is a financial advisory firm headquartered in Rumford, RI. They manage $8,564,288 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $85,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
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.

MA, RI

Financial Advisors at Euclid Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Manuel R. Rezendes
CRD#: 4617575
225 Newman Ave, Rumford, RI 02916
93
Wealthminder
score

Manuel Rezendes (CRD# 4617575) is an Investment Advisor Representative working at Euclid Wealth Management LLC in Rumford, RI and has over 15 years of experience in the finance industry.

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