Wealth Team LLC

Wealth Team LLC (CRD# 312747) is a financial advisory firm headquartered in , . They manage $1,063,592 in 17 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.yourwealthteam.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $62,564
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
The map below shows states where this firm has explicit registration only.

IN, NV, TX

Financial Advisors at Wealth Team LLC
Showing 1 - 1 of 1 top financial advisors.
1
John McFie, financial advisor Franklin IN
John T. McFie
CRD#: 7331762
Franklin, IN

John McFie (CRD# 7331762) is an Investment Advisor Representative working at Wealth Team LLC in Franklin, IN and has over 3 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals