Managed Wealth Advantage, LLC

Managed Wealth Advantage, LLC (CRD# 164073) is a financial advisory firm headquartered in Saint George, UT. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1240 East 100 South, Suite 3, Saint George, UT 84790
http://mwealthad.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NV, UT

Financial Advisors at Managed Wealth Advantage, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Polatis, financial advisor Saint George UT
David D. Polatis
CRD#: 3129836
1240 East 100 South, Suite 3, Saint George, UT 84790

David Polatis (CRD# 3129836) is an Investment Advisor Representative working at Managed Wealth Advantage, LLC in Saint George, UT and has over 25 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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