My Wealth Management, Inc
Firm details
- Headquarters
- Germantown, Maryland
- CRD number
- 168566
- Registered since
- September 6, 2013
- Website
- my-wealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.09%
- Individuals15.13%
- Pension & Profit Sharing Plans7.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
My Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2013. The firm serves both individual and family clients as well as institutional clients, and offers financial planning alongside discretionary and non‑discretionary portfolio management. Its billing is a mix of percentage‑of‑assets, hourly fees, and fixed fees. The firm reports a preference for equity exposures and uses advisory services that include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting support.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$156M in ETFs
64%
$99.2M
35%
$56.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF (JMST) | JP Morgan | Active | Muni National Short | $15.1M | 297,844 | 9.67% |
Location
Germantown, MD
Montgomery
Location
Germantown, MD
Headquartered in Germantown, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 12410 Milestone Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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