Softwealth
Softwealth (CRD# 175315) is a financial advisory firm headquartered in , . They manage $2,500,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Softwealth
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts30ACCOUNTS
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Average Account Value$83,333
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, NV
Financial Advisors at Softwealth
1
Brian Lowrance (CRD# 5045532) is an Investment Advisor Representative working at Softwealth in Reno, NV and has over 17 years of experience in the finance industry.
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