Wealth Management, Inc.

Wealth Management, Inc. (CRD# 137503) is a financial advisory firm headquartered in , . They manage $36,694,126 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $394,560
Compensation Options
  • A percentage of assets under your management
  • 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.

PA

Financial Advisors at Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Brosious
CRD#: 2450304
Allentown, PA

Kevin Brosious (CRD# 2450304) is an Investment Advisor Representative working at Wealth Management, Inc. in Allentown, PA and has over 30 years of experience in the finance industry.

2
David S. Markle
CRD#: 5025134
Danielsville, PA

David Markle (CRD# 5025134) is an Investment Advisor Representative working at Wealth Management, Inc. in Danielsville, PA and has over 18 years of experience in the finance industry.

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