Investment adviser · CRD 169192

WSFS WEALTH MANAGEMENT

Investment adviser filing (IA)

WSFS WEALTH MANAGEMENT, LLC

GREENVILLE, DE, United States · Form ADV filed Oct 2, 2013

Employees
0
Reported in this filing
Advisory professionals
0
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: Oct 2, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

3801 KENNETT PIKE, SUITE C200
GREENVILLE, DE, 19807, United States

CRD 169192

Filing source

Form ADV 759440 · Oct 2, 2013 · 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.