Investment adviser · CRD 153146

WEALTH MANAGEMENT INTERNATIONAL, LTD.

Investment adviser filing (IA)

PEORIA, AZ, United States · Form ADV filed Sep 20, 2016

Regulatory AUM
$100M
Form ADV · Item 5.F
Client accounts
657
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
4
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 20, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

23131 N. LAKE PLEASANT PARKWAY
PEORIA, AZ, 85383, United States

CRD 153146

Filing source

Form ADV 1041026 · Sep 20, 2016 · 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.