Wealth Protection Management
Firm details
- Headquarters
- ,
- CRD number
- 126072
- Website
- divorceandmoneymatters.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals55.22%
- HNWI44.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Protection Management operates as an independent registered investment advisor structured as a limited liability company. The firm primarily focuses on providing financial planning services and portfolio management to individual clients and families. Wealth Protection Management does not engage in capital allocation or act as a pension consultant, emphasizing its role in direct advisory services. The firm charges fees based on a percentage of assets under management and hourly rates.
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
- Other50%
- Cash & Cash Equivalents25%
- State & Local Bonds10%
- Investment Grade Corp Bonds10%
- Exchange Traded Equities5%
Contacts
1 of 1
Lili Vasileff
Financial PlannerCRD 4655110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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