Overview
Assets Under Management: $137 million
Headquarters: DURANGO, CO
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Total Client Accounts: 560
Discretionary Accounts: 545
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 146021
Filing ID: 1972196
Last Filing Date: 2025-03-28 17:17:00
Website: https://mwealthm.com