Osborn Steele Wealth Management, LLC (Malvern)

Osborn Steele Wealth Management, LLC is an adviser based in Malvern. It manages $15 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of New Jersey and Pennsylvania.

Osborn Steele Wealth Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Osborn Steele Wealth Management: assets under management

The assets under management (AUM) of Osborn Steele Wealth Management, LLC is $15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $750 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Osborn Steele Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Osborn Steele Wealth Management, LLC

Edward Stowe Spofford has been acting as President since 1 Apr 2010. Douglas Osborn Kloppenburg joined the executive team most recently as the Managing Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Stowe Spofford	Managing member/president/chief compliance officer	1 Apr 2010	50% - 75%	2512836
Douglas Osborn Kloppenburg	Managing partner	1 Jul 2010	50% - 75%	2279094

Based in Malvern

The principal office where Osborn Steele Wealth Management, LLC performs its advisory services is located at 30 Great Woods Lane, Malvern, PA 19355, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.