Executive Wealth Counselors, LLC

Executive Wealth Counselors, LLC (CRD# 141529) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $82,503,840 in 232 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $355,620
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
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.

PA

Financial Advisors at Executive Wealth Counselors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James D. Snyder
CRD#: 6131177
244 Boulevard Of The Allies, Pittsburgh, PA 15222
90
Wealthminder
score

James Snyder (CRD# 6131177) is an Investment Advisor Representative working at Executive Wealth Counselors, LLC in Pittsburgh, PA and has over 2 years of experience in the finance industry.

2
C Anne Tucker
CRD#: 6125093
244 Boulevard Of The Allies, Pittsburgh, PA 15222
90
Wealthminder
score

C Anne Tucker (CRD# 6125093) is an Investment Advisor Representative working at Executive Wealth Counselors, LLC in Pittsburgh, PA and has over 4 years of experience in the finance industry.

3
Frederick V. Gustave
CRD#: 2601638
244 Boulevard Of The Allies, Pittsburgh, PA 15222
83
Wealthminder
score

Frederick Gustave (CRD# 2601638) is an Investment Advisor Representative working at Executive Wealth Counselors, LLC in Pittsburgh, PA and has over 10 years of experience in the finance industry.

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