Investment adviser · CRD 121898

21ST CENTURY WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

SPRING GROVE, PA, United States · Form ADV filed Sep 17, 2014

Regulatory AUM
$187M
Form ADV · Item 5.F
Client accounts
121
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 17, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

5131 HICKORY VIEW DR.
SPRING GROVE, PA, 17362, United States

CRD 121898

Filing source

Form ADV 845191 · Sep 17, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.