Sar Wealth Management
Sar Wealth Management (CRD# 170194) is a financial advisory firm headquartered in , . They manage $2,026,821 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sar Wealth Management
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$49,435
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Sar Wealth Management
1
Rizwan Rizwi (CRD# 3215582) is an Investment Advisor Representative working at Sar Wealth Management in Lynnwood, WA and has over 24 years of experience in the finance industry.
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