Fwi Wealth Management LLC
Fwi Wealth Management LLC (CRD# 168903) is a financial advisory firm headquartered in Sandy Springs, GA. They manage $40,107,937 in 77 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts77ACCOUNTS
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Average Account Value$520,882
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Fwi Wealth Management LLC
1
David Clarken (CRD# 4075006) is an Investment Advisor Representative working at Fwi Wealth Management LLC in Atlanta, GA and has over 13 years of experience in the finance industry.
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