Payant Wealth Management Group

Payant Wealth Management Group (CRD# 134854) is a financial advisory firm headquartered in Sun City Center, FL. They manage $235,612,609 in 618 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1653 Sun City Center Plaza, Sun City Center, FL 33573
https://www.facebook.com/payant-wealth-management-group-1387927964772545/
By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $381,250
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IL, MI, NH, NJ, NY, PA, TX

Financial Advisors at Payant Wealth Management Group
Showing 1 - 3 of 3 top financial advisors.
1
Martin Mulligan, financial advisor Sun City Center FL
Martin J. Mulligan
CRD#: 2491539
1653 Sun City Center Plaza, Sun City Center, FL 33573

Martin Mulligan (CRD# 2491539) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 29 years of experience in the finance industry.

2
Thomas Payant, financial advisor Sun City Center FL
Thomas A. Payant
CRD#: 845353
1653 Sun City Center Plaza, Sun City Center, FL 33573

Thomas Payant (CRD# 845353) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 34 years of experience in the finance industry.

3
Jonathan Wilkins, financial advisor Sun City Center FL
Jonathan D. Wilkins
CRD#: 6327264
1653 Sun City Center Plaza, Sun City Center, FL 33573

Jonathan Wilkins (CRD# 6327264) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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