Experience Your Wealth, LLC

Experience Your Wealth, LLC (CRD# 305991) is a financial advisory firm headquartered in , . They manage $37,142,370 in 340 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

https://twitter.com/jake_eyw

By the Numbers

Total Assets Under Management

37

MILLION
Total Number of Accounts

340

ACCOUNTS
Average Account Value

$109,242

Compensation Options

Hourly charges
Fixed fees (other than subscription fees)
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)
Educational seminars/workshops
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, MA, NY, RI, TN, TX

Financial Advisors at Experience Your Wealth, LLC

Showing 1 - 2 of 2 top financial advisors.

Marie N. Lovett

CRD#: 5702586

Bristol, RI

Marie Lovett (CRD# 5702586) is an Investment Advisor Representative working at Experience Your Wealth, LLC in Bristol, RI and has over 5 years of experience in the finance industry.

John Northrup

CRD#: 6420463

Bristol, RI

John Northrup (CRD# 6420463) is an Investment Advisor Representative working at Experience Your Wealth, LLC in Bristol, RI and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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