Wealthy Intentions
Wealthy Intentions (CRD# 310994) is a financial advisory firm headquartered in , . They manage $250,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wealthy Intentions
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$62,500
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Wealthy Intentions
1
Joseph Elias (CRD# 7811339) is an Investment Advisor Representative working at Wealthy Intentions in Sterling Heights, MI and has 1 year of experience in the finance industry.
2
Ryan Knaack (CRD# 7304944) is an Investment Advisor Representative working at Wealthy Intentions in Sterling Heights, MI and has over 3 years of experience in the finance industry.
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