Professional Wealth Management, LLC

Professional Wealth Management, LLC (CRD# 155471) is a financial advisory firm headquartered in Imbler, OR. They manage $11,000,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $687,500
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
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.

OR

Financial Advisors at Professional Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert A. Clarke
CRD#: 2171669
67311 Grays Corner Road, Imbler, OR 97841
93
Wealthminder
score

Robert Clarke (CRD# 2171669) is an Investment Advisor Representative working at Professional Wealth Management, LLC in Imbler, OR and has over 25 years of experience in the finance industry.

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