AUDIBLE WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$39.2M

Discretionary

$39.2M

100% of AUM

Avg account

$146K

Accounts

269

Employees

5

Advisory reps

4

Firm details

Headquarters: SILVER SPRING, Maryland
CRD number: 325559
Website: www.audiblewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals64.26%
HNWI35.74%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Audible Wealth Management operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. Their approach includes educational seminars and workshops, designed to enhance clients' understanding of financial management. While they do not actively engage in ESG investing, they cater to a diverse client base, primarily consisting of individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities91%
State & Local Bonds7%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

Isiah Williams
CEO & FounderCRD 6752996
VERONICA FUENTES
COO & PartnerCRD 5928729

Contacts

2 of 2

Monica Carlos
Vice President, Business DevelopmentCRD 7604121
JONATHAN MCKINNEY
Senior Wealth AdvisorCRD 6621457

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

SILVER SPRING, MD

MONTGOMERY

Location

SILVER SPRING, MD

Headquartered in SILVER SPRING, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: MONTGOMERY
Address: 8455 Colesville Rd
Time zone: ET (UTC-5)
Office locations

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