WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- CLINTON, Mississippi
- CRD number
- 115214
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations41.58%
- HNWI39.39%
- Individuals19.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients as well as small businesses and institutional/business accounts, offering portfolio management services. Its fee model is a percentage of assets under management. The adviser does not identify as an active ESG investor, is not multi-state registered, and is not structured as a capital allocator.
Assets & Accounts
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
- Other99%
- Exchange Traded Equities1%
Contacts
1 of 1Huiming Sun
Registered Investment AdvisorCRD 6616630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLINTON, MS
HINDS
Location
CLINTON, MS
Headquartered in CLINTON, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- HINDS
- Address
- 112 Dunton Hill Ln
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
MASCAGNI WEALTH MANAGEMENT, INC.
RIACLINTON, MS
BRICK STREET FINANCIAL
RIACLINTON, MS
LEFLEUR FINANCIAL
RIAJACKSON, MS
HARMON FINANCIAL ADVISORS, INC.
RIAFLOWOOD, MS
DENTAL WEALTH PARTNERS LLC
RIAJACKSON, MS
HARTMAN, WILLIAM DENTON
RIABATESVILLE, MS