Moll Wealth Management, Inc.

Moll Wealth Management, Inc. (CRD# 170564) is a financial advisory firm headquartered in Tampa, FL. They manage $58,583,500 in 135 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2202 N West Shore Blvd, Suite 200, Tampa, FL 33607
http://www.mollwealth.com
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $433,952
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

FL, GA, TX

Financial Advisors at Moll Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Moll, financial advisor Tampa FL
Matthew K. Moll
CRD#: 5040224
2202 N West Shore Blvd, Suite 200, Tampa, FL 33607

Matthew Moll (CRD# 5040224) is an Investment Advisor Representative working at Moll Wealth Management, Inc. in Tampa, FL and has over 17 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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