Prime Wealth Management
Prime Wealth Management (CRD# 172705) is a financial advisory firm headquartered in Berkeley, CA. They manage $52,255,713 in 231 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management52MILLION
-
Total Number of Accounts231ACCOUNTS
-
Average Account Value$226,215
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Prime Wealth Management
No Advisor Found.
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