MAXWELL WEALTH

7041 Koll Center Parkway
Suite 275
Pleasanton, California 94566
Tel: 925-523-3288

About MAXWELL WEALTH

MAXWELL WEALTH, formally registered with the SEC as MAXWELL WEALTH. The firm was established in 11/05/2021. They have over 1 offices throughout the country.

MAXWELL WEALTH is a Pleasanton, California based Financial Planning firm with nearly $290,000,000 assets under management, offering retirement planning & investment advisory services to 660 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317081
SEC#	801-122641
Assets Managed by Firm	$290,000,000
No. of Clients	660
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	660	$290,000,000
Individuals (other than high net worth individuals)	238	$183,000,000
High net worth individuals	12	$107,000,000

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