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
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Personal Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert A. Minasian
CRD#: 3222210
Commerce, MI

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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