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
Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management37MILLION
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Total Number of Accounts93ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Wealth Management, Inc.
1
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 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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