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CONSTITUTION WEALTH LLC

Advisory

N·

Data as of Dec 10, 2024 · Source: SEC Form ADV

Total AUM
$54M
1-Year AUM Growth
0.0%
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$54M
Discretionary AUM$54M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients126
Team
Total Employees6
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingOct 7, 2021
Latest FilingDec 10, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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