Be advised. This firm is no longer registered.

Mavada Personal Wealth Management, Inc.

Mavada Personal Wealth Management, Inc. (CRD# 130750) is a financial advisory firm headquartered in Bainbridge Island, WA. They manage $9,038,478 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
175 Parfitt Way Sw, Suite #n110, Bainbridge Island, WA 98110
http://www.mavadawealth.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $821,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Mavada Personal Wealth Management, Inc.
No Advisor Found.

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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