Morales Wealth Management
Morales Wealth Management (CRD# 172510) is a financial advisory firm headquartered in Tulsa, OK. They manage $20,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts100ACCOUNTS
Average Account Value$200,000
- 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
- Educational seminars/workshops
Samuel Morales (CRD# 1538105) is an Investment Advisor Representative working at Morales Wealth Management in Tulsa, OK and has over 30 years of experience in the finance industry.