Graham Capital Wealth Management, LLC

Graham Capital Wealth Management, LLC (CRD# 281772) is a financial advisory firm headquartered in Washington, DC. They manage $26,595,930 in 203 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $131,014
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AZ, DC, FL

Financial Advisors at Graham Capital Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joseph P. Gilewski
CRD#: 6608102
1100 H Street, N.w., #530, Washington, DC 20005
89
Wealthminder
score

Joseph Gilewski (CRD# 6608102) is an Investment Advisor Representative working at Graham Capital Wealth Management, LLC in Washington, DC and has over 2 years of experience in the finance industry.

2
Alex J. Graham
CRD#: 6577925
1100 H Street, N.w., #530, Washington, DC 20005
89
Wealthminder
score

Alex Graham (CRD# 6577925) is an Investment Advisor Representative working at Graham Capital Wealth Management, LLC in Washington, DC and has over 2 years of experience in the finance industry.

3
Michael S. Berkhahn
CRD#: 5794391
4950 W. Kennedy Blvd, Suite 101, Tampa, FL 33609
88
Wealthminder
score

Michael Berkhahn (CRD# 5794391) is an Investment Advisor Representative working at Graham Capital Wealth Management, LLC in Tampa, FL and has 1 year of experience in the finance industry.

4
Stash J. Graham
CRD#: 5630101
1100 H Street Nw, Suite 530, Washington, DC 20005
83
Wealthminder
score

Stash Graham (CRD# 5630101) is an Investment Advisor Representative working at Graham Capital Wealth Management, LLC in Washington, DC and has over 9 years of experience in the finance industry.

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