Itasca Wealth Management, LLC

Itasca Wealth Management, LLC (CRD# 176512) is a financial advisory firm headquartered in , . They manage $5,633,144 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $352,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

FL, MN

Financial Advisors at Itasca Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard R. Bruce
CRD#: 1314936
Estero, FL
93
Wealthminder
score

Richard Bruce (CRD# 1314936) is an Investment Advisor Representative working at Itasca Wealth Management, LLC in Estero, FL and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.