Marienplatz Wealth Management LLC

Marienplatz Wealth Management LLC (CRD# 289049) is a financial advisory firm headquartered in Plano, TX. They manage $6,319,767 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2701 West 15th Street #545, Plano, TX 75075
https://www.marienplatzwealth.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $789,971
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Marienplatz Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dean Davis, financial advisor Plano TX
Dean R. Davis
CRD#: 3088384
Plano, TX

Dean Davis (CRD# 3088384) is an Investment Advisor Representative working at Marienplatz Wealth Management LLC in Plano, TX 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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