MY WEALTH MANAGEMENT, INC

12410 Milestone Center Drive
Suite 175
Germantown, Maryland 20876
Tel: 301-330-7900

About MY WEALTH MANAGEMENT, INC

MY WEALTH MANAGEMENT, INC, formally registered with the SEC as MY WEALTH MANAGEMENT, INC. The firm was established in 09/06/2013. They have over 1 offices throughout the country.

MY WEALTH MANAGEMENT, INC is a Germantown, Maryland based Financial Planning firm with nearly $151,723,770 assets under management, offering retirement planning & investment advisory services to 296 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168566
SEC#	801-78477
Assets Managed by Firm	$151,723,770
No. of Clients	296
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	296	$151,723,770
Individuals (other than high net worth individuals)	50	$11,041,902
High net worth individuals	67	$126,628,109
Pension and profit sharing plans	Fewer than 5 clients	$14,053,759

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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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