RIA Intel›Advisers›West Virginia›4 SEASONS ADVISORS, LLC

4 SEASONS ADVISORS, LLC

Advisory

PRINCETON, WV

Data as of Sep 22, 2023 · Source: SEC Form ADV

Average account

$70K

across 10 accounts

AUM per adviser

$350K

2 advisers

Source: SEC Form ADV. Figures as filed Sep 22, 2023.

Total AUM

$700K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$700K

Discretionary AUM$0

Non-Discretionary AUM$700K

Discretionary %0%

Total Clients10

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

10 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WV

Closest by assets under management. All figures from Form ADV.

MCKEE WEALTH MANAGEMENT

HURRICANE, WV

$763K

LEGACY COVENANT LLC

$476K

THE SPANO GROUP WEALTH MANAGERS

PRESIDENT & CEO, WV

$1M

JONDAKNOWS FINANCIAL GROUP, INC.

HUNTINTON, WV

$1M

Get the full picture on 4 SEASONS ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track 4 SEASONS ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans