Fwi Wealth Management LLC
Fwi Wealth Management LLC (CRD# 168903) is a financial advisory firm headquartered in Atlanta, GA. They manage $14,276,198 in 85 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts85ACCOUNTS
Average Account Value$167,955
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Douglas McDuffie (CRD# 4512775) is an Investment Advisor Representative working at Fwi Wealth Management LLC in Atlanta, GA and has over 16 years of experience in the finance industry.
David Clarken (CRD# 4075006) is an Investment Advisor Representative working at Fwi Wealth Management LLC in Atlanta, GA and has over 7 years of experience in the finance industry. David Clarken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.