Overview
Assets Under Management: $164 million
Headquarters: CABIN JOHN, MD
High-Net-Worth Clients: 16
Average Client Assets: $3.2 million
Frequently Asked Questions
EXPERIENTIAL WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116983), EXPERIENTIAL WEALTH, INC. is subject to fiduciary duty under federal law.
EXPERIENTIAL WEALTH, INC. is headquartered in CABIN JOHN, MD.
EXPERIENTIAL WEALTH, INC. serves 16 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, EXPERIENTIAL WEALTH, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
EXPERIENTIAL WEALTH, INC. manages $164 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, EXPERIENTIAL WEALTH, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.51%
Average Client Assets: $3.2 million
Total Client Accounts: 19
Discretionary Accounts: 19
Regulatory Filings
CRD Number: 116983
Filing ID: 1858407
Last Filing Date: 2024-03-28 08:44:00