Rz Wealth

Rz Wealth (CRD# 172573) is a financial advisory firm headquartered in Wayne, PA. They manage $216,952,029 in 912 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    912
    ACCOUNTS
  • Average Account Value
    $237,886
Compensation Options
  • A percentage of assets under your management
  • Commissions
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.

CT, DE, FL, MD, ME, NC, NJ, NY, PA, TX, VA

Financial Advisors at Rz Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Sharon L. Clifton
CRD#: 4317558
480 E. Swedesford Road, Suite 120, Wayne, PA 19087
93
Wealthminder
score

Sharon Clifton (CRD# 4317558) is an Investment Advisor Representative working at Rz Wealth in Wayne, PA and has over 15 years of experience in the finance industry.

2
Francis J. Haas
CRD#: 3156985
480 E. Swedesford Road, Suite 120, Wayne, PA 19087
93
Wealthminder
score

Francis Haas (CRD# 3156985) is an Investment Advisor Representative working at Rz Wealth in Wayne, PA and has over 17 years of experience in the finance industry.

3
Mathew S. Hammer
CRD#: 1770366
480 E. Swedesford Road, Suite 120, Wayne, PA 19087
93
Wealthminder
score

Mathew Hammer (CRD# 1770366) is an Investment Advisor Representative working at Rz Wealth in Wayne, PA and has over 25 years of experience in the finance industry.

4
Jason J. Maile
CRD#: 5234463
480 E. Swedesford Road, Suite 120, Wayne, PA 19087
93
Wealthminder
score

Jason Maile (CRD# 5234463) is an Investment Advisor Representative working at Rz Wealth in Wayne, PA and has over 9 years of experience in the finance industry.

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