Verical Wealth Management

Verical Wealth Management (CRD# 154953) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $6,948,422 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1 Columbus Center, Suite 600, Virginia Beach, VA 23456
http://investvertical.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $224,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Verical Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Mark Shelby, financial advisor Virginia Beach VA
Mark T. Shelby
CRD#: 5304995
1 Columbus Center, Suite 600, Virginia Beach, VA 23456
81
Wealthminder
score

Mark Shelby (CRD# 5304995) is an Investment Advisor Representative working at Verical Wealth Management in Virginia Beach, VA and has over 11 years of experience in the finance industry.

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