Wealthnet Advisors, Inc. (Littleton)

Name: Wealthnet Advisors, Inc.
Address: 5944 S. Kipling Steet, Littleton, CO, 29708
Telephone: 303-904-3177

Wealthnet Advisors, Inc. is an adviser based in Littleton. It manages $400 thousand of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of South Carolina.

Wealthnet Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealthnet Advisors: assets under management

The assets under management (AUM) of Wealthnet Advisors, Inc. is $400 thousand, 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 $400 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealthnet Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Littleton

The principal office where Wealthnet Advisors, Inc. performs its advisory services is located at 5944 S. Kipling Steet, Littleton, CO 29708, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-904-3177. The normal business hours are by appt. on Other. You can find more information about the New York firm at wealthnetadvisors.com.

Wealthnet Advisors, Inc. (Littleton)

Wealthnet Advisors: assets under management

Fees & Commissions

Based in Littleton

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