WEALTH SPACE ASSET MANAGEMENT

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
MCDONOUGH, Georgia
CRD number
127507
Registered since
December 15, 2003

Firm profile

FINTRX

Overview

Wealth Space Asset Management is organized as a limited liability company and has been SEC-registered since 2003. Public disclosures identify the owner type as a mix of a domestic entity and an individual. The firm’s regulatory classification is listed as unclassified. Available records indicate the adviser is not a capital allocator, is not active on ESG matters, and does not operate as a multi-state or newly formed adviser. There is no provided detail on its client segments, advisory offerings, fee schedules, or third‑party affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • PHILIP CIANTRO

    ​President and FounderCRD 2350685

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MCDONOUGH, GA

HENRY

Location

MCDONOUGH, GA

Headquartered in MCDONOUGH, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
HENRY
Address
1600 Pennsylvania Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth