Just Wealth LLC

Just Wealth LLC (CRD# 324593) is a financial advisory firm headquartered in Pittsfield, MA. They manage $18,506,962 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
82 Wendell Ave., Suite 100, Pittsfield, MA 01201
https://www.linkedin.com/in/phuongluong/
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $544,322
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MA

Financial Advisors at Just Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Phuong Luong, financial advisor Pittsfield MA
Phuong Luong
CRD#: 6815665
82 Wendell Ave., Suite 100, Pittsfield, MA 01201

Phuong Luong (CRD# 6815665) is an Investment Advisor Representative working at Just Wealth LLC in Pittsfield, MA and has over 7 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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