MY WEALTH MANAGEMENT, INC

RIASEC RegisteredEst. 2013

Total AUM

$156M

Discretionary

$142M

91% of AUM

Avg account

$524K

Accounts

298

Employees

Advisory reps

Firm details

Headquarters: GERMANTOWN, Maryland
CRD number: 168566
Registered since: September 6, 2013
Website: my-wealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.83%
Individuals7.22%
Pension & Profit Sharing Plans6.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

My Wealth Management, Inc. is an independent, SEC-registered Registered Investment Adviser (since 2013) organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state advisory network. My Wealth Management is not positioned as a capital allocator; instead it relies on third-party managers for alternative exposures and uses traditional wrappers (mutual funds and ETFs) for core portfolios. Custody is concentrated at Charles Schwab & Co., Inc., which holds the bulk of the firm’s assets.