Wealth Management Institute Ltd.

Wealth Management Institute Ltd. (CRD# 119699) is a financial advisory firm headquartered in , . They manage $27,980,645 in 168 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://twitter.com/wealthmgmtinst
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $166,551
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Wealth Management Institute Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Charles Bell, financial advisor Frederick MD
Charles C. Bell
CRD#: 2212340
Frederick, MD

Charles Bell (CRD# 2212340) is an Investment Advisor Representative working at Wealth Management Institute Ltd. in Frederick, MD and has over 32 years 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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