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
- Individuals98.09%
- Corporations / Businesses1.2%
- Pension & Profit Sharing Plans0.6%
- Charitable Organizations0.11%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Wealth Asset Managers is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1992 and is owned by an individual. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses and the publication of periodicals or newsletters. Wealth Asset Managers also conducts broker-dealer and insurance broker activities, and it is not identified 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
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