Vertical Wealth Management

Vertical Wealth Management (CRD# 154953) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.verticalwealth.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • 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.

LA, TX, VA

Financial Advisors at Vertical Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Mark Shelby, financial advisor Williamsburg VA
Mark T. Shelby
CRD#: 5304995
Williamsburg, VA

Mark Shelby (CRD# 5304995) is an Investment Advisor Representative working at Vertical Wealth Management in Williamsburg, VA and has over 17 years 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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