Personal Wealth Management Advisors, Inc.
Personal Wealth Management Advisors, Inc. (CRD# 135588) is a financial advisory firm headquartered in Dublin, OH. They manage $34,197,324 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Personal Wealth Management Advisors, Inc.
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts42ACCOUNTS
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Average Account Value$814,222
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Personal Wealth Management Advisors, Inc.
1
John Bevilacqua (CRD# 811408) is an Investment Advisor Representative working at Personal Wealth Management Advisors, Inc. in Dublin, OH and has over 28 years of experience in the finance industry.
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