Mannix Wealth Management

Mannix Wealth Management (CRD# 281422) is a financial advisory firm headquartered in Charlotte, NC. They manage $5,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Mannix Wealth Management
Showing 1 - 1 of 1 top financial advisors.
James W. Mannix
CRD#: 5409333
227 W 4th St, Suite 122, Charlotte, NC 28202

James Mannix (CRD# 5409333) is an Investment Advisor Representative working at Mannix Wealth Management in Charlotte, NC and has over 9 years of experience in the finance industry.

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