Militello Wealth Management, LLC
Militello Wealth Management, LLC (CRD# 135379) is a financial advisory firm headquartered in Clayton, MO. They manage $74,750,000 in 299 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management75MILLION
Total Number of Accounts299ACCOUNTS
Average Account Value$250,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, IL, MO, NC
Jack Wier (CRD# 1374334) is an Investment Advisor Representative working at Militello Wealth Management, LLC in Clayton, MO and has over 30 years of experience in the finance industry. Jack Wier 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.