Wealth Max, Inc.

Wealth Max, Inc. (CRD# 149403) is a financial advisory firm headquartered in , . They manage $4,900,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $98,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Wealth Max, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Herman M. Fountain
CRD#: 2720200
Vero Beach, FL
93
Wealthminder
score

Herman Fountain (CRD# 2720200) is an Investment Advisor Representative working at Wealth Max, Inc. in Vero Beach, FL and has over 7 years of experience in the finance industry.

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