Small Victories Wealth
Small Victories Wealth (CRD# 318429) is a financial advisory firm headquartered in , . They manage $1,691,503 in 10 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Small Victories Wealth
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$169,150
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.
CA, TX
Financial Advisors at Small Victories Wealth
1
Vincent Siewit (CRD# 7490331) is an Investment Advisor Representative working at Small Victories Wealth in San Jose, CA and has over 3 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.