Wealth Management LLC

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Wealth Management LLC ✚
CRD #	289248
SEC #	801-111876
CIK #
AUM	$364.9 MM (64% Disc, 0% US, 2020-03-10)
Employees	22 (14% Investors, 5% Brokers)
Phone	480-483-3489
Address	7098 E Cochise Road, Suite 222 Scottsdale, AZ 85253
Source	[IAPD] [Website]

Total AUM ($MM)

Comparable Firms	State	AUM ($BB)
WrapManager Inc ✚	CA	0.4
Strategic Advisors LLC ✚	NY	0.4
Gallatin Advisers LLC ✚	NY	0.4
Sitrin Capital Management LLC ✚	CA	0.4
FSA Wealth Management LLC ✚	MA	0.4
Perennial Investment Advisors LLC ✚	CA	0.4
Harvest Investment Consultants LLC ✚	MD	0.4
Black Diamond Financial LLC ✚	MD	0.4
Legacy Asset Management Inc ✚	TX	0.4
Digiovine Hnilo Jordan & Johnson Financial Advisors Ltd ✚	IL	0.4

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