Gustafsson Wealth Management, Inc.

Gustafsson Wealth Management, Inc. (CRD# 138109) is a financial advisory firm headquartered in , . They manage $30,692,000 in 99 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $310,020
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based 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.

GA, LA

Financial Advisors at Gustafsson Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Marcus J. Gustafsson
CRD#: 4294798
Alpharetta, GA
93
Wealthminder
score

Marcus Gustafsson (CRD# 4294798) is an Investment Advisor Representative working at Gustafsson Wealth Management, Inc. in Alpharetta, GA and has over 16 years of experience in the finance industry.

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