Gustafsson Wealth Management, Inc.

Gustafsson Wealth Management, Inc. (CRD# 138109) is a financial advisory firm headquartered in , . They manage $11,219,000 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.gustafsson-wealthmgmt.com/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $149,587
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
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 Gustafsson, financial advisor Atlanta GA
Marcus J. Gustafsson
CRD#: 4294798
Atlanta, GA

Marcus Gustafsson (CRD# 4294798) is an Investment Advisor Representative working at Gustafsson Wealth Management, Inc. in Atlanta, GA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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