Wealth Management, LLC

Wealth Management, LLC (CRD# 115214) is a financial advisory firm headquartered in Clinton, MS. They manage $28,432,638 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
105 Garden Way, Clinton, MS 39056
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $604,950
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MS

Financial Advisors at Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Huiming Sun, financial advisor Clinton MS
Huiming Sun
CRD#: 6616630
105 Garden Way, Clinton, MS 39056

Huiming Sun (CRD# 6616630) is an Investment Advisor Representative working at Wealth Management, LLC in Clinton, MS and has over 8 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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