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Wealthmd Corporation
Louisville, Kentucky
5.0
1 Review
Wealthmd Corporation, a reputable investment advisory firm based out of Louisville, KY, boasts an impressive track record and a strong presence in the financial industry. With over 820 individual clients and assets under management exceeding $160,200,000, Wealthmd Corporation has established itself as a trusted partner for individuals and employer 401Ks alike.
With their expertise in managing discretionary assets, Wealthmd Corporation has proven their ability to navigate the complexities of investment management successfully. Their commitment to delivering exceptional service is evident in their compensation structure, which incl...see more
Assets Under Mgmt
$160.2M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other: FINANCIAL REVIEWS
Reviews for Wealthmd Corporation
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