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).
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Total Assets Under Management231MILLION
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Total Number of Accounts645ACCOUNTS
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Average Account Value$358,263
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OR, TX, UT
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.
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.
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.