Scope Wealth Management

Scope Wealth Management (CRD# 179534) is a financial advisory firm headquartered in , . They manage $3,504,064 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $175,203
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
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
David J. Johanson
CRD#: 6475607
Denver, CO

David Johanson (CRD# 6475607) is an Investment Advisor Representative working at Scope Wealth Management in Denver, CO and has over 9 years of experience in the finance industry.

2
Eric L. Johanson
CRD#: 6475604
Santa Monica, CA

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.

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