Wealth Asset Managers
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 14377
- Registered since
- May 7, 1992
- Website
- www.nelsonsecurities.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals99.09%
- Corporations / Businesses0.54%
- Pension & Profit Sharing Plans0.26%
- Charitable Organizations0.11%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Wealth Asset Managers is an independent, SEC-registered advisory corporation in operation since 1992. The firm is owned by an individual and combines traditional RIA portfolio management with broker-dealer and insurance brokerage activities. It charges fees based on a percentage of assets under management and serves a mix of individual/family and institutional clients. Primary advisory services cited include discretionary portfolio management for individuals and small businesses and the publication of periodicals or newsletters. The firm does not present itself as an active ESG investor.
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 Equities95%
- Public Funds/Mutual Funds3%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Patrick Donahue
CFOCRD 1695912
Shyla Gibson
Chief Compliance OfficerCRD 2825987
Contacts
3 of 10
Scott Newman
Senior Account ExecutiveCRD 2716213
David Vose
Vice President, Investment Policy Committee MemberCRD 2245155
Steven Keller
Senior Account ExecutiveCRD 1030518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Spokane, WA
Spokane
Location
Spokane, WA
Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 9718 N Morton Ct
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Richards Merrill Wealth Management
Broker-DealerSpokane, WA
Northwest Investment Advisors, Inc
Broker-DealerSpokane, WA
Columbia Private Markets
Broker-DealerSpokane, WA
Selkirk Investments, Inc.
Broker-DealerSpokane, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
Broker-DealerLiberty Lake, WA
Martin Nelson & Co, Inc.
Broker-DealerSeattle, WA