Investment adviser · CRD 150310

PRECIPIO WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

MCLEAN, VA, United States · Form ADV filed Mar 28, 2022

Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

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: Mar 28, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

8180 GREENSBORO DRIVE, SUITE 1010
MCLEAN, VA, 22102, United States

CRD 150310

Filing source

Form ADV 1629941 · Mar 28, 2022 · 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.