Lopez Wealth Management, LLC

Lopez Wealth Management, LLC (CRD# 118643) is a financial advisory firm headquartered in Abingdon, VA. They manage $155,000,000 in 850 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $182,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

TN, TX, VA

Financial Advisors at Lopez Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jonathan R. Weatherly
CRD#: 4811385
955 West Main Street, Abingdon, VA 24210
93
Wealthminder
score

Jonathan Weatherly (CRD# 4811385) is an Investment Advisor Representative working at Lopez Wealth Management, LLC in Abingdon, VA and has over 12 years of experience in the finance industry.

2
Justin W. Lopez
CRD#: 6082374
955 West Main Street, Abingdon, VA 24210
87
Wealthminder
score

Justin Lopez (CRD# 6082374) is an Investment Advisor Representative working at Lopez Wealth Management, LLC in Abingdon, VA and has 1 year of experience in the finance industry.

3
Jonathan W. Lopez
CRD#: 1534582
955 West Main St., Abingdon, VA 24210
86
Wealthminder
score

Jonathan Lopez (CRD# 1534582) is an Investment Advisor Representative working at Lopez Wealth Management, LLC in Abingdon, VA and has over 30 years of experience in the finance industry. Jonathan Lopez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jon M. Dabareiner
CRD#: 1893076
40 Village Springs Drive, Suite 22, Hardy, VA 24101
38
Wealthminder
score

Jon Dabareiner (CRD# 1893076) is an Investment Advisor Representative working at Lopez Wealth Management, LLC in Hardy, VA and has over 27 years of experience in the finance industry.

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