Wealth Protection Management
Wealth Protection Management (CRD# 126072) is a financial advisory firm headquartered in , . They manage $13,400,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wealth Protection Management
By the Numbers
-
Total Assets Under Management13MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$837,500
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- 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.
CT
Financial Advisors at Wealth Protection Management
1
Lili Vasileff (CRD# 4655110) is an Investment Advisor Representative working at Wealth Protection Management in Woodbridge, CT and has 1 year of experience in the finance industry.
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