Overview
Assets Under Management: $220 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 1
Average Client Assets: $183 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.27
Average High-Net-Worth Client Assets: $183 million
Total Client Accounts: 475
Discretionary Accounts: 464
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 142195
Filing ID: 1961598
Last Filing Date: 2025-03-18 19:01:00
Website: https://inwealthinc.com