Softwealth

Softwealth (CRD# 175315) is a financial advisory firm headquartered in , . They manage $2,500,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $83,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Softwealth
Showing 1 - 1 of 1 top financial advisors.
1
Brian M. Lowrance
CRD#: 5045532
Reno, NV

Brian Lowrance (CRD# 5045532) is an Investment Advisor Representative working at Softwealth in Reno, NV and has over 17 years of experience in the finance industry.

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