Wealth Space Asset Management

Overview

Wealth Space Asset Management is organized as a limited liability company and has been registered with the SEC since 2003. Filings identify the ownership as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and flags that it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The record contains no descriptions of the firm's advisory activities, target client segments, fee schedules, or specific business lines. No industry awards or external affiliations are reported in the available data.

Assets & Accounts

Location & Offices