Overview
Assets Under Management: $913 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 209
Average Client Assets: $3.0 million
Frequently Asked Questions
TEN CAPITAL WEALTH ADVISORS, 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 #159802), TEN CAPITAL WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
TEN CAPITAL WEALTH ADVISORS, LLC is headquartered in SPOKANE, WA.
TEN CAPITAL WEALTH ADVISORS, LLC serves 209 high-net-worth clients according to their SEC filing dated March 14, 2023. View client details ↓
According to their SEC Form ADV, TEN CAPITAL WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TEN CAPITAL WEALTH ADVISORS, LLC manages $913 million in client assets according to their SEC filing dated March 14, 2023.
According to their SEC Form ADV, TEN CAPITAL WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 209
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.22%
Average Client Assets: $3.0 million
Total Client Accounts: 2,351
Discretionary Accounts: 2,308
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 159802
Filing ID: 1729965
Last Filing Date: 2023-03-14 11:32:00