Systematic Wealth Management, Inc.

Systematic Wealth Management, Inc. (CRD# 326687) is a financial advisory firm headquartered in Glenwood Springs, CO. They manage $2,405,243 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
817 Colorado Avenue, Suite 303, Glenwood Springs, CO 81601
https://systematicwealth.us/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $267,249
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Systematic Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Niels Jepsen, financial advisor Glenwood Springs CO
Niels A. Jepsen
CRD#: 6576254
817 Colorado Avenue, Suite 303, Glenwood Springs, CO 81601

Niels Jepsen (CRD# 6576254) is an Investment Advisor Representative working at Systematic Wealth Management, Inc. in Glenwood Springs, CO and has 1 year 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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