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WEALTH MANAGEMENT, LLC
CRD 115214 · SEC 801-60562
112 DUNTON HILL LN, CLINTON, MS, 39056, United States
Phone
601-307-5315
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.6M
Discretionary AUM
$19.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.7M |
| High net worth individuals | 4 | $7.7M |
Official SEC filing: View on IAPD