Overview
Assets Under Management: $295 million
Headquarters: PARSIPPANY, NJ
High-Net-Worth Clients: 93
Average Client Assets: $2.6 million
Frequently Asked Questions
WECHTER FELDMAN WEALTH MANAGEMENT, 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 #119956), WECHTER FELDMAN WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
WECHTER FELDMAN WEALTH MANAGEMENT, INC. is headquartered in PARSIPPANY, NJ.
WECHTER FELDMAN WEALTH MANAGEMENT, INC. serves 93 high-net-worth clients according to their SEC filing dated October 17, 2018. View client details ↓
According to their SEC Form ADV, WECHTER FELDMAN WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
WECHTER FELDMAN WEALTH MANAGEMENT, INC. manages $295 million in client assets according to their SEC filing dated October 17, 2018.
According to their SEC Form ADV, WECHTER FELDMAN WEALTH MANAGEMENT, 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: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.06%
Average Client Assets: $2.6 million
Total Client Accounts: 716
Discretionary Accounts: 630
Non-Discretionary Accounts: 86
Regulatory Filings
CRD Number: 119956
Filing ID: 1246300
Last Filing Date: 2018-10-17 13:17:00