30-40 Wealth Partners
30-40 Wealth Partners (CRD# 311073) is a financial advisory firm headquartered in , . They manage $32,203,196 in 81 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
30-40 Wealth Partners
By the Numbers
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Total Assets Under Management32MILLION
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Total Number of Accounts81ACCOUNTS
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Average Account Value$397,570
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NC, TX
Financial Advisors at 30-40 Wealth Partners
1
Kristopher Barney (CRD# 5385959) is an Investment Advisor Representative working at 30-40 Wealth Partners in Cornelius, NC and has over 15 years of experience in the finance industry.
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