RIA Intelligence

MIDDLEBURG WEALTH MANAGEMENT LLC

CRD #170727 SEC #801-79738 MIDDLEBURG, VA 571-643-5223
SEC Registered
Total AUM
$91.6M
Discretionary
$0
Employees
2
Clients
--
Accounts
310

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 16, 2014
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEWIS, JULIE-ANNEIOWNER, CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICERE Control
LEWIS, JULIE-ANNEIOWNER, CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICERE Control
LEWIS, JULIE-ANNEIOWNER, CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICERE Control
LEWIS, JULIE-ANNEIOWNER, CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICERE Control

Registrations

Federal

IA
May 16, 2014 REGISTERED

Notice Filings (3)

NH TX VA

Address

4 N MADISON STREET
MIDDLEBURG, VA 20118
United States
Phone: 571-643-5223