Polley Wealth Management LLC

Polley Wealth Management LLC (CRD# 305143) is a financial advisory firm headquartered in Orlando, FL. They manage $10,187,241 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
250 North Orange Ave, Suite 1116, Orlando, FL 32801
https://www.twitter.com/polleywealth.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $118,456
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Polley Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Kite, financial advisor Orlando FL
Gregory F. Kite
CRD#: 1736279
250 North Orange Ave, Suite 1116, Orlando, FL 32801

Gregory Kite (CRD# 1736279) is an Investment Advisor Representative working at Polley Wealth Management LLC in Orlando, FL and has over 16 years of experience in the finance industry.

2
Kenneth Polley, financial advisor Orlando FL
Kenneth S. Polley
CRD#: 2740157
250 North Orange Ave, Suite 1116, Orlando, FL 32801

Kenneth Polley (CRD# 2740157) is an Investment Advisor Representative working at Polley Wealth Management LLC in Orlando, FL and has over 27 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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