Be advised. This firm is no longer registered.

Via Wealth Management, Inc.

Via Wealth Management, Inc. (CRD# 145557) is a financial advisory firm headquartered in Campbellsville, KY. They manage $7,800,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $354,545
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
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.

KY

Financial Advisors at Via Wealth Management, Inc.
No Advisor Found.
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