Audible Wealth Management
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
- Individuals75.84%
- HNWI24.16%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Audible Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, charging either a percentage of assets under management or fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an active ESG investor, is not flagged as a multi-state adviser on the filing, and does not act as a capital allocator running its own external vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds5%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3
Isiah Williams
CEO & FounderCRD 6752996
Veronica Fuentes
COO & PartnerCRD 5928729
Guadalupe Lechuga
Chief Marketing OfficerCRD 7145542
Contacts
2 of 2
Jonathan Mckinney
Senior Wealth AdvisorCRD 6621457
Monica Carlos
Vice President, Business DevelopmentCRD 7604121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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