Macdonald Wealth Associates LLC

Macdonald Wealth Associates LLC (CRD# 300318) is a financial advisory firm headquartered in , . They manage $4,871,864 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.macdonaldwealthassociates.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $143,290
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

NV

Financial Advisors at Macdonald Wealth Associates LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rebecca Macdonald, financial advisor Las Vegas NV
Rebecca R. Macdonald
CRD#: 4971970
Las Vegas, NV

Rebecca Macdonald (CRD# 4971970) is an Investment Advisor Representative working at Macdonald Wealth Associates LLC in Las Vegas, NV and has over 17 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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