Investment adviser · CRD 126534

WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

WILSONVILLE, OR, United States · Form ADV filed Feb 8, 2012

Regulatory AUM
$44.3M
Form ADV · Item 5.F
Client accounts
56
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: Feb 8, 2012. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8655 SW CITIZENS DRIVE, #108
WILSONVILLE, OR, 97070, United States

CRD 126534

Filing source

Form ADV 610860 · Feb 8, 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.