Managed Wealth Advisors

Managed Wealth Advisors (CRD# 152710) is a financial advisory firm headquartered in , . They manage $37,139,559 in 84 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.mwadvisors.net
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $442,138
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ

Financial Advisors at Managed Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Frank Lentz, financial advisor Neshanic Station NJ
Frank W. Lentz
CRD#: 306668
Neshanic Station, NJ

Frank Lentz (CRD# 306668) is an Investment Advisor Representative working at Managed Wealth Advisors in Neshanic Station, NJ and has over 13 years of experience in the finance industry.

2
James Lentz, financial advisor Neshanic Station NJ
James R. Lentz
CRD#: 5745726
Neshanic Station, NJ

James Lentz (CRD# 5745726) is an Investment Advisor Representative working at Managed Wealth Advisors in Neshanic Station, NJ and has over 14 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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