Leavitt Wealth Management, LLC
Leavitt Wealth Management, LLC (CRD# 148915) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $39,685,805 in 33 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$1,202,600
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Mark Leavitt (CRD# 5627143) is an Investment Advisor Representative working at Leavitt Wealth Management, LLC in Santa Rosa, CA and has over 7 years of experience in the finance industry.