Ma Wealth Management

Ma Wealth Management (CRD# 151726) is a financial advisory firm headquartered in Long Beach, CA. They manage $51,290,685 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $1,250,992
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
  • 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.

CA

Financial Advisors at Ma Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Michael D. Deovlet
CRD#: 1774897
1020 E. 7th Street, Long Beach, CA 90813
93
Wealthminder
score

Michael Deovlet (CRD# 1774897) is an Investment Advisor Representative working at Ma Wealth Management in Long Beach, CA and has over 28 years of experience in the finance industry.

2
Brian M. Hope
CRD#: 5722740
1020 E. 7th Street, Long Beach, CA 90813
81
Wealthminder
score

Brian Hope (CRD# 5722740) is an Investment Advisor Representative working at Ma Wealth Management in Long Beach, CA and has over 7 years of experience in the finance industry.

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