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
Wealth Management, LLC
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts47ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MS
Financial Advisors at Wealth Management, LLC
1
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.
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