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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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