Mavada Personal Wealth Management, Inc.
Mavada Personal Wealth Management, Inc. (CRD# 130750) is a financial advisory firm headquartered in Bainbridge Island, WA. They manage $11,051,267 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts48ACCOUNTS
Average Account Value$230,235
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Patrick Ebert (CRD# 2363094) is an Investment Advisor Representative working at Mavada Personal Wealth Management, Inc. in Bainbridge Island, WA and has over 21 years of experience in the finance industry. Patrick Ebert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.