Investment adviser · CRD 122082

USA WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

GRAND RAPIDS, MI, United States · Form ADV filed Mar 31, 2014

Regulatory AUM
$7.39M
Form ADV · Item 5.F
Client accounts
144
Accounts, not individual clients
Employees
2
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: Mar 31, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters · Market timing · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

961 FOUR MILE ROAD NW, SUITE B
GRAND RAPIDS, MI, 49544-8252, United States

CRD 122082

Filing source

Form ADV 813064 · Mar 31, 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.