Overview
Assets Under Management: $290 million
Headquarters: PLEASANTON, CA
High-Net-Worth Clients: 12
Average Client Assets: $9 million
Frequently Asked Questions
MAXWELL WEALTH STRATEGIES 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 #317081), MAXWELL WEALTH STRATEGIES INC. is subject to fiduciary duty under federal law.
MAXWELL WEALTH STRATEGIES INC. is headquartered in PLEASANTON, CA.
MAXWELL WEALTH STRATEGIES INC. serves 12 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, MAXWELL WEALTH STRATEGIES INC. offers financial planning and portfolio management for individuals. View all service details ↓
MAXWELL WEALTH STRATEGIES INC. manages $290 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, MAXWELL WEALTH STRATEGIES INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.90
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 660
Discretionary Accounts: 660
Regulatory Filings
CRD Number: 317081
Last Filing Date: 2025-02-19 00:00:00
Website: https://maxwellwealth.com