Wealth Asset Managers

Wealth Asset Managers (CRD# 14377) is a financial advisory firm headquartered in Spokane, WA. They manage $61,022,081 in 863 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    863
    ACCOUNTS
  • Average Account Value
    $70,709
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wealth Asset Managers
Showing 1 - 8 of 8 top financial advisors.
1
Robert O. Nelson
CRD#: 2245236
12250 El Camino Real, Suite 165, San Diego, CA 92130
98
Wealthminder
score

Robert Nelson (CRD# 2245236) is an Investment Advisor Representative working at Wealth Asset Managers in San Diego, CA and has over 25 years of experience in the finance industry.

2
Enrique M. Garcia
CRD#: 2907890
12250 El Camino Real, Suite 165, San Diego, CA 92130
93
Wealthminder
score

Enrique Garcia (CRD# 2907890) is an Investment Advisor Representative working at Wealth Asset Managers in San Diego, CA and has over 20 years of experience in the finance industry.

3
Jeffery S. Miller
CRD#: 2080954
601 W. Main Avenue, Suite 1118, Spokane, WA 99201
93
Wealthminder
score

Jeffery Miller (CRD# 2080954) is an Investment Advisor Representative working at Wealth Asset Managers in Spokane, WA and has over 27 years of experience in the finance industry.

4
Robert O. Nelson
CRD#: 705365
W. 601 Main Avenue, Suite 1118, Spokane, WA 99201
93
Wealthminder
score

Robert Nelson (CRD# 705365) is an Investment Advisor Representative working at Wealth Asset Managers in Spokane, WA and has over 31 years of experience in the finance industry.

5
Scott P. Newman
CRD#: 2716213
12250 El Camino Real, Suite 165, San Diego, CA 92130
93
Wealthminder
score

Scott Newman (CRD# 2716213) is an Investment Advisor Representative working at Wealth Asset Managers in San Diego, CA and has over 17 years of experience in the finance industry.

6
David A. Vose
CRD#: 2245155
601 W. Main Avenue, Suite 1118, Spokane, WA 99201
93
Wealthminder
score

David Vose (CRD# 2245155) is an Investment Advisor Representative working at Wealth Asset Managers in Spokane, WA and has over 25 years of experience in the finance industry.

7
Arealous C. Earthman
CRD#: 1539918
601 W. Main Avenue, Suite 1118, Spokane, WA 99201
81
Wealthminder
score

Arealous Earthman (CRD# 1539918) is an Investment Advisor Representative working at Wealth Asset Managers in Spokane, WA and has over 31 years of experience in the finance industry.

8
Steven T. Keller
CRD#: 1030518
4703 Nw 53rd Avenue, Suite B-4, Gainesville, FL 32653
73
Wealthminder
score

Steven Keller (CRD# 1030518) is an Investment Advisor Representative working at Wealth Asset Managers in Gainesville, FL and has over 24 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.