Personal Wealth Management, LLC
Personal Wealth Management, LLC (CRD# 285074) is a financial advisory firm headquartered in , . They manage $7,432,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Personal Wealth Management, LLC
By the Numbers
-
Total Assets Under Management7MILLION
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Total Number of Accounts37ACCOUNTS
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Average Account Value$200,865
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Personal Wealth Management, LLC
1
Robert Minasian (CRD# 3222210) is an Investment Advisor Representative working at Personal Wealth Management, LLC in Commerce, MI and has over 24 years of experience in the finance industry.
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