Maximus Wealth Advisors

Maximus Wealth Advisors (CRD# 299455) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $4,790,021 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
517 South 200 West Garden Level, Suite 10, Salt Lake City, UT 84101
https://www.maxadvisors.com/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $598,753
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Maximus Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Neve, financial advisor North Salt Lake UT
Matthew S. Neve
CRD#: 6905370
1010 North 500 East Suite 110b, North Salt Lake, UT 84054

Matthew Neve (CRD# 6905370) is an Investment Advisor Representative working at Maximus Wealth Advisors in North Salt Lake, UT and has over 6 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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