Investment adviser · CRD 140519

ADVISORY WEALTH MANAGEMENT SERVICES, LLC

Investment adviser filing (IA)

· Form ADV filed Jan 31, 2012

Regulatory AUM
$35.4M
Form ADV · Item 5.F
Client accounts
20
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jan 31, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

CRD 140519

Filing source

Form ADV 605465 · Jan 31, 2012 · 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.