Morgan Wealth Management, LLC
Morgan Wealth Management, LLC (CRD# 171748) is a financial advisory firm headquartered in Mchenry, IL. They manage $35,000,000 in 289 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts289ACCOUNTS
Average Account Value$121,107
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joshua Pratt (CRD# 2911564) is an Investment Advisor Representative working at Morgan Wealth Management, LLC in Mchenry, IL and has over 7 years of experience in the finance industry.
Chris Morgan (CRD# 2265541) is an Investment Advisor Representative working at Morgan Wealth Management, LLC in Mchenry, IL and has over 25 years of experience in the finance industry.