Overview
Assets Under Management: $653 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 203
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 203
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,567
Discretionary Accounts: 1,534
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 155221
Filing ID: 1962608
Last Filing Date: 2025-03-19 16:25:00
Website: https://mycwa.com