Rothamel Wealth Management, LLC
Rothamel Wealth Management, LLC (CRD# 302081) is a financial advisory firm headquartered in , . They manage $36,577,623 in 291 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Rothamel Wealth Management, LLC
By the Numbers
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Total Assets Under Management37MILLION
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Total Number of Accounts291ACCOUNTS
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Average Account Value$125,696
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
IA, MN, TX
Financial Advisors at Rothamel Wealth Management, LLC
1
Peter Rothamel (CRD# 4177891) is an Investment Advisor Representative working at Rothamel Wealth Management, LLC in Urbandale, IA and has over 23 years of experience in the finance industry.
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