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
https://www.facebook.com/javawealth
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, MO, TX

Financial Advisors at Java Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Michael Zung, financial advisor Lees Summit MO
Michael B. Zung
CRD#: 6974834
Lees Summit, MO

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.

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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