Overview
Assets Under Management: $200 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 57
Average Client Assets: $2.9 million
Frequently Asked Questions
PRECIPIO WEALTH MANAGEMENT LLC 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 #150310), PRECIPIO WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
PRECIPIO WEALTH MANAGEMENT LLC is headquartered in MCLEAN, VA.
PRECIPIO WEALTH MANAGEMENT LLC serves 57 high-net-worth clients according to their SEC filing dated March 09, 2018. View client details ↓
According to their SEC Form ADV, PRECIPIO WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PRECIPIO WEALTH MANAGEMENT LLC manages $200 million in client assets according to their SEC filing dated March 09, 2018.
According to their SEC Form ADV, PRECIPIO WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.75%
Average Client Assets: $2.9 million
Total Client Accounts: 548
Discretionary Accounts: 540
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 150310
Filing ID: 1181779
Last Filing Date: 2018-03-09 08:00:00