Moultrup Wealth Management, LLC
Moultrup Wealth Management, LLC (CRD# 226642) is a financial advisory firm headquartered in Zephyr Cove, NV. They manage $8,767,185 in 53 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts53ACCOUNTS
Average Account Value$165,419
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
James Moultrup (CRD# 2258384) is an Investment Advisor Representative working at Moultrup Wealth Management, LLC in Zephyr Cove, NV and has over 25 years of experience in the finance industry. James Moultrup 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.