Wordhouse Wealth Coaching
Wordhouse Wealth Coaching (CRD# 159314) is a financial advisory firm headquartered in , . They manage $63,557,080 in 287 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Wordhouse Wealth Coaching
By the Numbers
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Total Assets Under Management64MILLION
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Total Number of Accounts287ACCOUNTS
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Average Account Value$221,453
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, GA, MI, OH, OR
Financial Advisors at Wordhouse Wealth Coaching
1
Maria Kuitula (CRD# 1711640) is an Investment Advisor Representative working at Wordhouse Wealth Coaching in Grand Rapids, MI and has over 14 years of experience in the finance industry.
2
Phyllis Wordhouse (CRD# 1181830) is an Investment Advisor Representative working at Wordhouse Wealth Coaching in Wayland, MI and has over 40 years of experience in the finance industry.
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