Managed Wealth Advisors
Managed Wealth Advisors (CRD# 152710) is a financial advisory firm headquartered in , . They manage $37,139,559 in 84 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Managed Wealth Advisors
By the Numbers
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Total Assets Under Management37MILLION
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Total Number of Accounts84ACCOUNTS
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Average Account Value$442,138
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ
Financial Advisors at Managed Wealth Advisors
1
Frank Lentz (CRD# 306668) is an Investment Advisor Representative working at Managed Wealth Advisors in Neshanic Station, NJ and has over 13 years of experience in the finance industry.
2
James Lentz (CRD# 5745726) is an Investment Advisor Representative working at Managed Wealth Advisors in Neshanic Station, NJ and has over 14 years of experience in the finance industry.
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