Wertime Financial Services, Inc.

Wertime Financial Services, Inc. (CRD# 116025) is a financial advisory firm headquartered in , . They manage $10,500,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $328,125
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
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.

VA

Financial Advisors at Wertime Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Steven F. Wertime
CRD#: 1267332
Falls Church, VA
93
Wealthminder
score

Steven Wertime (CRD# 1267332) is an Investment Advisor Representative working at Wertime Financial Services, Inc. in Falls Church, VA and has over 32 years of experience in the finance industry.

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