Mavada Personal Wealth Management, Inc.

Mavada Personal Wealth Management, Inc. (CRD# 130750) is a financial advisory firm headquartered in Bainbridge Island, WA. They manage $11,556,724 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $222,245
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

WA

Financial Advisors at Mavada Personal Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Patrick W. Ebert
CRD#: 2363094
175 Parfitt Way Sw, Suite #n110, Bainbridge Island, WA 98110
83
Wealthminder
score

Patrick Ebert (CRD# 2363094) is an Investment Advisor Representative working at Mavada Personal Wealth Management, Inc. in Bainbridge Island, WA and has over 22 years of experience in the finance industry.

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