Overview
Assets Under Management: $222 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 90
Average Client Assets: $2 million
Frequently Asked Questions
WEALTH MANAGEMENT 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 #305481), WEALTH MANAGEMENT STRATEGIES, INC. is subject to fiduciary duty under federal law.
WEALTH MANAGEMENT STRATEGIES, INC. is headquartered in PITTSBURGH, PA.
WEALTH MANAGEMENT STRATEGIES, INC. serves 90 high-net-worth clients according to their SEC filing dated March 11, 2024. View client details ↓
According to their SEC Form ADV, WEALTH MANAGEMENT STRATEGIES, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
WEALTH MANAGEMENT STRATEGIES, INC. manages $222 million in client assets according to their SEC filing dated March 11, 2024.
According to their SEC Form ADV, WEALTH MANAGEMENT STRATEGIES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 628
Discretionary Accounts: 628
Regulatory Filings
CRD Number: 305481
Last Filing Date: 2024-03-11 00:00:00
Website: https://mywealthmgmt.com