Papamarkou Wellner Asset Management, Inc.

Papamarkou Wellner Asset Management, Inc. (CRD# 131796) is a financial advisory firm headquartered in New York, NY. They manage $216,679,558 in 130 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $1,666,766
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, MA, MD, NJ, NY, PA, TX

Financial Advisors at Papamarkou Wellner Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Karl G. Wellner
CRD#: 4640763
430 Park Avenue, 17th Floor, New York, NY 10022
87
Wealthminder
score

Karl Wellner (CRD# 4640763) is an Investment Advisor Representative working at Papamarkou Wellner Asset Management, Inc. in New York, NY and has 1 year of experience in the finance industry.

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