Norris Wealth Management, LLC
Norris Wealth Management, LLC (CRD# 157800) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $19,030,402 in 34 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$559,718
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Norris Wealth Management, LLC
1
Alan Norris (CRD# 1786901) is an Investment Advisor Representative working at Norris Wealth Management, LLC in Phoenix, AZ and has over 36 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.