Wealth Watch Advisors, LLC

Wealth Watch Advisors, LLC (CRD# 172002) is a financial advisory firm headquartered in Rockledge, FL. They manage $16,000,000 in 166 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $96,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AL, CA, CO, FL, GA, IA, IL, IN, MA, MN, NC, ND, NJ, NV, NY, OH, PA, TX, VA, WA

Financial Advisors at Wealth Watch Advisors, LLC
Showing 1 - 10 of 27 top financial advisors.
1
Ramiro Marmolejo
CRD#: 2834731
9706 Plymouth Road, San Antonio, TX 78216
103
Wealthminder
score

Ramiro Marmolejo (CRD# 2834731) is an Investment Advisor Representative, and Regional Vice President at Wealth Watch Advisors, LLC in San Antonio, TX and has over 20 years of experience in the Financial Services Industry. Ramiro Marmolejo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

Ramiro understands that if you were to name the top three sources of stress in your life, there's a good chance one of them would be financial.  Having financial wellness is important in maintaining quality of life.  One of the foundational elements of financial wellness is having a financial plan.  It's what helps you see the big picture, and what helps you set long-term and short-term goals.  It's your map and compass.  When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals.  If you would like to have Ramiro show you just how easy it is to establish your financial plan, call or e-mail him.

2
Steven L. Cole
CRD#: 1199420
115 S. Fifth Street, Mebane, NC 27302
96
Wealthminder
score

Steven Cole (CRD# 1199420) is an Investment Advisor Representative working at Wealth Watch Advisors, LLC in Mebane, NC and has over 31 years of experience in the finance industry.

3
Lillie Ben
CRD#: 1744405
Parker, CO
93
Wealthminder
score

Lillie Ben (CRD# 1744405) is an Investment Advisor Representative working at Wealth Watch Advisors, LLC in Parker, CO and has over 11 years of experience in the finance industry.

4
Dwayne A. Burnell
CRD#: 5068145
20130 106th Ave Ne, Bothell, WA 98011
93
Wealthminder
score

Dwayne Burnell (CRD# 5068145) is an Investment Advisor Representative working at Wealth Watch Advisors, LLC in Bothell, WA and has over 9 years of experience in the finance industry.

5
Jason B. Chandler
CRD#: 4244168
Austin, MN
93
Wealthminder
score

Jason Chandler (CRD# 4244168) is an Investment Advisor Representative working at Wealth Watch Advisors, LLC in Austin, MN and has over 16 years of experience in the finance industry.

6
Dennis J. Doyle
CRD#: 4276520
Santa Monica, CA
93
Wealthminder
score

Dennis Doyle (CRD# 4276520) is an Investment Advisor Representative working at Wealth Watch Advisors, LLC in Santa Monica, CA and has over 16 years of experience in the finance industry.

7
Brian N. Drake
CRD#: 2129964
104 Crowell Road, Chatham, MA 02633
93
Wealthminder
score

Brian Drake (CRD# 2129964) is an Investment Advisor Representative working at Wealth Watch Advisors, LLC in Chatham, MA and has over 25 years of experience in the finance industry.

8
Gregory J. Gall
CRD#: 1824483
563 Bielenberge Drive, Suite 105, Woodbury, MN 55125
93
Wealthminder
score

Gregory Gall (CRD# 1824483) is an Investment Advisor Representative working at Wealth Watch Advisors, LLC in Woodbury, MN and has over 28 years of experience in the finance industry.

9
William E. Gastl
CRD#: 2053860
10350 East Easter Avenue, Greenwood Village, CO 80112
93
Wealthminder
score

William Gastl (CRD# 2053860) is an Investment Advisor Representative working at Wealth Watch Advisors, LLC in Greenwood Village, CO and has over 25 years of experience in the finance industry.

10
Howard E. Kaplan
CRD#: 2021501
96 Engle Street, Suite B1, Englewood, NJ 07631
93
Wealthminder
score

Howard Kaplan (CRD# 2021501) is an Investment Advisor Representative working at Wealth Watch Advisors, LLC in Englewood, NJ and has over 26 years of experience in the finance industry.

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