Java Wealth Planning
Java Wealth Planning (CRD# 297416) is a financial advisory firm headquartered in , . They manage $8,085,891 in 84 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Java Wealth Planning
By the Numbers
-
Total Assets Under Management8MILLION
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Total Number of Accounts84ACCOUNTS
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Average Account Value$96,261
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
- Pension consulting services
- Educational seminars/workshops
- Other
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MO, TX
Financial Advisors at Java Wealth Planning
1
Michael Zung (CRD# 6974834) is an Investment Advisor Representative working at Java Wealth Planning in Lees Summit, MO and has over 6 years of experience in the finance industry.
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