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 data classifies the firm as "Unclassified" and indicates it is owned by a domestic entity and an individual. The firm is not identified as a capital allocator and is not listed as an active ESG investor. Other reported attributes note it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not provided detail on its core advisory services, fee schedules, client segments, or specific investment activities in the available data. There are no disclosed affiliations, business activities, or advisory offerings in the source material.

Assets & Accounts

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

    Philip Ciantro

    ​President and FounderCRD 2350685

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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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