Ponderosa Wealth Management
Ponderosa Wealth Management (CRD# 113792) is a financial advisory firm headquartered in Spokane, WA. They manage $67,493,807 in 158 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Ponderosa Wealth Management
By the Numbers
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Total Assets Under Management67MILLION
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Total Number of Accounts158ACCOUNTS
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Average Account Value$427,176
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WA
Financial Advisors at Ponderosa Wealth Management
No Advisor Found.
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