WEALTH MANAGEMENT, LLC
CRD #115214 SEC #801-60562 RIDGELAND, MS 601-991-0230
SEC Registered
Total AUM
$4.1M
Discretionary
$4.1M
Employees
5
Clients
10
Accounts
15
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 17, 2003
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEW, JOHN, SAMUEL | I | PRESIDENT | E | Control |
| MUNS, ROGER, E | I | MANAGING MEMBER | E | Control |
| MUNS, ROGER, E | I | TREASURER | A | Control |
Registrations
Federal
IA
Nov 17, 2003 REGISTERED
Notice Filings (1)
MS
Address
401 FONTAINE PLACE, SUITE 102RIDGELAND, MS 39157
USA
Phone: 601-991-0230