RIA Intel›Advisers›Maryland›WEALTH ASSET MANAGEMENT, INC.

WEALTH ASSET MANAGEMENT, INC.

Advisory

TOWSON, MD

Data as of Jun 19, 2007 · Source: SEC Form ADV

Total AUM
$25M
1-Year AUM Growth
+8.4%
3-Year CAGR
-33.3%
Employees
0
Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record27
First FilingJan 25, 2001
Latest FilingJun 19, 2007
🔒 Full AUM trend chart and 27 historical filings spanning 6+ years
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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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