Sedna Wealth Management, LLC
Sedna Wealth Management, LLC (CRD# 293431) is a financial advisory firm headquartered in Charlotte, NC. They manage $750,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts15ACCOUNTS
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Average Account Value$50,000
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Sedna Wealth Management, LLC
1
Richard Drew (CRD# 3136263) is an Investment Advisor Representative working at Sedna Wealth Management, LLC in Waxhaw, NC and has over 25 years of experience in the finance industry.
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