Maximus Wealth Advisors
Maximus Wealth Advisors (CRD# 299455) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $4,790,021 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$598,753
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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.
UT
Financial Advisors at Maximus Wealth Advisors
1
Matthew Neve (CRD# 6905370) is an Investment Advisor Representative working at Maximus Wealth Advisors in North Salt Lake, UT and has over 6 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.