Scope Wealth Management

Scope Wealth Management (CRD# 179534) is a financial advisory firm headquartered in , . They manage $1,048,035 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $209,607
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
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.

CA, CO

Financial Advisors at Scope Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Eric L. Johanson
CRD#: 6475604
Santa Monica, CA
90
Wealthminder
score

Eric Johanson (CRD# 6475604) is an Investment Advisor Representative working at Scope Wealth Management in Santa Monica, CA and has 1 year of experience in the finance industry.

2
David J. Johanson
CRD#: 6475607
Denver, CO
88
Wealthminder
score

David Johanson (CRD# 6475607) is an Investment Advisor Representative working at Scope Wealth Management in Denver, CO and has 1 year of experience in the finance industry.

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