Health & Wealth Works LLC

Health & Wealth Works LLC (CRD# 311482) is a financial advisory firm headquartered in , . They manage $674,980 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.healthwealthworks.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $24,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Health & Wealth Works LLC
Showing 1 - 1 of 1 top financial advisors.
1
Theodore Doll, financial advisor Henrico VA
Theodore M. Doll
CRD#: 7059895
Henrico, VA

Theodore Doll (CRD# 7059895) is an Investment Advisor Representative working at Health & Wealth Works LLC in Henrico, VA and has over 5 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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