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).
-
Total Assets Under Management145MILLION
-
Total Number of Accounts553ACCOUNTS
-
Average Account Value$261,714
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, TX
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.
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.
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.