Overview
Assets Under Management: $1.7 billion
High-Net-Worth Clients: 6
Average Client Assets: $155 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.25
Average High-Net-Worth Client Assets: $155 million
Total Client Accounts: 11
Discretionary Accounts: 11
Regulatory Filings
CRD Number: 282931
Last Filing Date: 2025-02-20 00:00:00
Website: HTTP://WEALHOUSE.COM/