Wealth Space Asset Management

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Mcdonough, Georgia
CRD number
127507
Registered since
December 15, 2003

Firm profile

FINTRX

Overview

Wealth Space Asset Management is organized as a limited liability company and is SEC-registered since 2003. FINTRX classifies the adviser as "unclassified" in its taxonomy and lists the owner type as a mix of a domestic entity and an individual. The dataset provides very limited detail on the firm's advisory focus or client segments. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the source record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Philip Ciantro

    Philip Ciantro

    FinOpCRD 2350685

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mcdonough, GA

Henry

Location

Mcdonough, GA

Headquartered in Mcdonough, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Henry
Address
1600 Pennsylvania Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth