RIA Intelligence

WEALTH ASSET MANAGEMENT, INC.

CRD #108336 SEC #801-19501 TOWSON, MD 410-583-6808
SEC Registered
Total AUM
$37.3M
Discretionary
$37.3M
Employees
5
Clients
10
Accounts
66

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 5, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DANZ, JOHN, GORDONIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
DANZ, JOHN, GORDONIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
DANZ, JOHN, GORDONIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
DANZ, JOHN, GORDONIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
DANZ, JOHN, GORDONIPRESIDENTD Control
DANZ, JOHN, GORDONIPRESIDENTD Control
DANZ, JOHN, GORDONIPRESIDENTD Control
DANZ, JOHN, GORDONIPRESIDENTD Control
DANZ, JOHN, GORDONIPRESIDENTD Control
DANZ, JOHN, GORDONIPRESIDENTD Control
DANZ, JOHN, GORDONIPRESIDENTD Control
OLDFIELD, HARRY, WALDRONIVICE PRESIDENTC Control
OLDFIELD, HARRY, WALDRONIVICE PRESIDENTC Control
OLDFIELD, HARRY, WALDRONIVICE PRESIDENTC Control
OLDFIELD, HARRY, WALDRONIVICE PRESIDENTC Control
OLDFIELD, HARRY, WALDRONIVICE PRESIDENTC Control
THE ESTATE OF HARRY W. OLDFIELD, JR.DEESTATE OR OWNERC Control
THE ESTATE OF HARRY W. OLDFIELD, JR.DEESTATE OR OWNERC Control

Registrations

Federal

IA
Oct 5, 2005 REGISTERED

Notice Filings (14)

AL CA FL GA MA MD MI MN NJ PA TX UT VA WA

Address

8600 LASALLE ROAD
SUITE 614
TOWSON, MD 21286
USA
Phone: 410-583-6808