Traverse Wealth
Traverse Wealth (CRD# 138003) is a financial advisory firm headquartered in Mooresville, NC. They manage $79,000,173 in 292 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management79MILLION
-
Total Number of Accounts292ACCOUNTS
-
Average Account Value$270,549
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SC, TX
Financial Advisors at Traverse Wealth
No Advisor Found.
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