← Back to searchVisit website
MONEYWELL
GAVRICH, SUSAN PRICE
CRD 134514
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$64.2M
Discretionary AUM
$64.2M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $6.0M |
| High net worth individuals | 16 | $58.2M |
All web addresses on file
Official SEC filing: View on IAPD