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WEALTH ASSET MANAGERS

9718 N Morton Ct
Spokane, Washington 99218
Tel: 509-838-1313

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About WEALTH ASSET MANAGERS

WEALTH ASSET MANAGERS, formally registered with the SEC as WEALTH ASSET MANAGERS. The firm was established in 05/07/1992. They have over 2 offices throughout the country.

WEALTH ASSET MANAGERS is a Spokane, Washington based Financial Planning firm with nearly $242,493,984 assets under management, offering retirement planning & investment advisory services to 2061 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#14377
SEC#801-41346
Assets Managed by Firm$242,493,984
No. of Clients2061
No. of Advisors15

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total2061$242,493,984
Individuals (other than high net worth individuals)2052$239,653,053
Pension and profit sharing plansFewer than 5 clients$1,485,531
Charitable organizationsFewer than 5 clients$258,348
Corporations or other businesses6$1,097,052

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