Pro Money Management, LLC

Pro Money Management, LLC (CRD# 135318) is a financial advisory firm headquartered in , . They manage $14,500,000 in 73 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $198,630
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Pro Money Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roberta L. Wilson
CRD#: 1325062
Walla Walla, WA
93
Wealthminder
score

Roberta Wilson (CRD# 1325062) is an Investment Advisor Representative working at Pro Money Management, LLC in Walla Walla, WA and has over 31 years of experience in the finance industry.

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