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 16 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 18 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 10 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.