Maxwell Wealth

Maxwell Wealth (CRD# 317081) is a financial advisory firm headquartered in Pleasanton, CA. They manage $231,079,378 in 645 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7041 Koll Center Parkway, Suite 275, Pleasanton, CA 94566
By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $358,263
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, OR, TX, UT

Financial Advisors at Maxwell Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin Bradford, financial advisor Pleasanton CA
Benjamin A. Bradford
CRD#: 4548224
7041 Koll Center Parkway, Suite 275, Pleasanton, CA 94566

Benjamin Bradford (CRD# 4548224) is an Investment Advisor Representative working at Maxwell Wealth in Pleasanton, CA and has over 14 years of experience in the finance industry.

2
James Maxwell, financial advisor Pleasanton CA
James E. Maxwell
CRD#: 1510156
7041 Koll Center Parkway, Suite 275, Pleasanton, CA 94566

James Maxwell (CRD# 1510156) is an Investment Advisor Representative working at Maxwell Wealth in Pleasanton, CA and has over 37 years of experience in the finance industry.

3
Tracie Glaros, financial advisor Pleasanton CA
Tracie R. Glaros
CRD#: 5997000
7041 Koll Center Parkway, Suite 275, Pleasanton, CA 94566

Tracie Glaros (CRD# 5997000) is an Investment Advisor Representative working at Maxwell Wealth in Pleasanton, CA and has 1 year 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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