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MY WEALTH MANAGEMENT, INC
Investment Advice|GERMANTOWN, MD
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$151.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 134.2M |
| Non-Discretionary | 17.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 168566 |
| SEC Number | 801-78477 |
| Street Address | 12410 MILESTONE CENTER DRIVE |
| Street Address 2 | SUITE 175 |
| Location | GERMANTOWN, MD 20876 |
| Country | United States |
| Phone | 301-330-7900 |
| Fax | 301-330-7901 |
| Total Employees | 2 |
Client Count by Type (117 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 67 |
| Individuals (other than H… | 50 |
County data not available for this organization.