Shlecter Wealth Management, LLC

Shlecter Wealth Management, LLC (CRD# 167973) is a financial advisory firm headquartered in , . They manage $54,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

https://www.facebook.com/shlecterwm/

By the Numbers

Total Assets Under Management

54

MILLION
Total Number of Accounts

50

ACCOUNTS
Average Account Value

$1,080,000

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Shlecter Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Scott H. Shlecter

CRD#: 4810465

Beverly Hills, CA

Scott Shlecter (CRD# 4810465) is an Investment Advisor Representative working at Shlecter Wealth Management, LLC in Beverly Hills, CA and has over 19 years of experience in the finance industry.

Jason R. Shlecter

CRD#: 4991976

Beverly Hills, CA

Jason Shlecter (CRD# 4991976) is an Investment Advisor Representative working at Shlecter Wealth Management, LLC in Beverly Hills, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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