Wealth Management, LLC
Wealth Management, LLC (CRD# 115214) is a financial advisory firm headquartered in Jackson, MS. They manage $22,567,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$376,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Roger Muns (CRD# 4413149) is an Investment Advisor Representative working at Wealth Management, LLC in Brandon, MS and has over 17 years of experience in the finance industry.
Huiming Sun (CRD# 6616630) is an Investment Advisor Representative working at Wealth Management, LLC in Jackson, MS and has over 2 years of experience in the finance industry.