Decision Tree Wealth
Decision Tree Wealth (CRD# 159268) is a financial advisory firm headquartered in , . They manage $3,648,412 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Decision Tree Wealth
By the Numbers
-
Total Assets Under Management4MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$521,202
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.
MO
Financial Advisors at Decision Tree Wealth
No Advisor Found.
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