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MY WEALTH MANAGEMENT, INC

MY WEALTH MANAGEMENT, INC.

CRD 168566 · SEC 801-78477

Visit website

12410 MILESTONE CENTER DRIVE, SUITE 175, GERMANTOWN, MD, 20876, United States

Phone

301-330-7900

Fax

301-330-7901

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$156.2M

Discretionary AUM

$141.6M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2025-10-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals50$11.3M
High net worth individuals64$134.0M
Pension/profit sharing plans1$10.9M

States served

MD, PA, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD