9718 N Morton Ct
Spokane, Washington 99218
Tel: 509-838-1313
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 14377 |
SEC# | 801-41346 |
Assets Managed by Firm | $242,493,984 |
No. of Clients | 2061 |
No. of Advisors | 15 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2061 | $242,493,984 |
Individuals (other than high net worth individuals) | 2052 | $239,653,053 |
Pension and profit sharing plans | Fewer than 5 clients | $1,485,531 |
Charitable organizations | Fewer than 5 clients | $258,348 |
Corporations or other businesses | 6 | $1,097,052 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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