Ferleger Wealth Management, LLC

Ferleger Wealth Management, LLC (CRD# 277058) is a financial advisory firm headquartered in Jenkintown, PA. They manage $15,809,137 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $494,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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.

PA

Financial Advisors at Ferleger Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Ferleger
CRD#: 4892045
413 Johnson Street, Suite 203, Jenkintown, PA 19046
67
Wealthminder
score

David Ferleger (CRD# 4892045) is an Investment Advisor Representative working at Ferleger Wealth Management, LLC in Jenkintown, PA and has 1 year of experience in the finance industry.

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