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	$241.5 MM (0% Disc, 100% US)
Employees	22 (18% Investors, 18% 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)
Oberlin Financial Corporation ✚	OH	0.2
QP Consulting LLC ✚	MD	0.2
Hogan Financial Management LLC ✚	WI	0.2
JP Wealth Management Inc ✚	SC	0.2
Keystone Wealth Partners LLC ✚	AZ	0.2
Byram Capital Management LLC ✚	NY	0.2
Charlotte Capital LLC ✚	NC	0.2
Symphony Financial Ltd Co ✚	TX	0.2
CornerStone Wealth Advisors Inc ✚	MN	0.2
Harvest Investment Services LLC ✚	IL	0.2

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