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
Marienplatz Wealth Management LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts8ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Marienplatz Wealth Management LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.