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WEALTH ASSET MANAGERS
9718 N Morton Ct
Spokane, Washington 99218
Tel: 509-838-1313
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 Status | Approved |
|---|---|
| Firm CRD# | 14377 |
| SEC# | 801-41346 |
| Assets Managed by Firm | $242,493,984 |
| No. of Clients | 2061 |
| No. of Advisors | 15 |
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 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 |
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