Miami Wealth Management ®
Miami, Florida
Miami Wealth Management ® is a small investment advisory firm based out of Miami, FL. With one office location, their team of highly qualified professionals specializes in providing investment advisory services. Each advisor at Miami Wealth Management ® handles an average of $160,000 in assets under management. Their compensation structure is designed to align with client success, including a percentage of assets under management. A notable feature of Miami Wealth Management ® is their focus on managing employer 401K plans and individual investments, which together account for over 80% of their assets under management. Their exp...
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Assets Under Mgmt

$158.41k

Investment Professionals

1

Locations

0

% 401K & Individual

100%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.