PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

211 South Center Street
Suite 417
Statesville, North Carolina 28677
Tel: 704-872-0022

About PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC, formally registered with the SEC as PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC. The firm was established in 04/01/2022. They have over 1 offices throughout the country.

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC is a Statesville, North Carolina based Financial Planning firm with nearly $118,982,199 assets under management, offering retirement planning & investment advisory services to 62 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150266
SEC#	801-123592
Assets Managed by Firm	$118,982,199
No. of Clients	62
No. of Advisors	4

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	62	$118,982,199
Individuals (other than high net worth individuals)	46	$14,781,833
High net worth individuals	16	$104,200,366

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