Accruent Wealth Advisors

Accruent Wealth Advisors (CRD# 113706) is a financial advisory firm headquartered in Winston Salem, NC. They manage $144,727,736 in 553 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1399 Ashleybrook Lane, Suite 120, Winston Salem, NC 27103
https://www.facebook.com/accruentadvisors/
By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $261,714
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
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Accruent Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
David Klepeisz, financial advisor Winston Salem NC
David J. Klepeisz
CRD#: 5609018
1399 Ashleybrook Lane, Suite 120, Winston Salem, NC 27103

David Klepeisz (CRD# 5609018) is an Investment Advisor Representative working at Accruent Wealth Advisors in Winston Salem, NC and has over 9 years of experience in the finance industry.

2
Nathan Snow, financial advisor Winston Salem NC
Nathan J. Snow
CRD#: 6513402
1399 Ashleybrook Lane, Suite 120, Winston Salem, NC 27103

Nathan Snow (CRD# 6513402) is an Investment Advisor Representative working at Accruent Wealth Advisors in Winston Salem, NC and has over 8 years of experience in the finance industry.

3
Weston Bryan, financial advisor Winston Salem NC
Weston C. Bryan
CRD#: 7856443
1399 Ashleybrook Lane, Suite 120, Winston Salem, NC 27103

Weston Bryan (CRD# 7856443) is an Investment Advisor Representative working at Accruent Wealth Advisors in Winston Salem, NC and has 1 year 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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