WEALTH MANAGEMENT, LLC
WEALTH MANAGEMENT, LLC of CLINTON, MS is an SEC-registered investment adviser (CRD 115214). Regulatory assets under management: $19.6M.
Registration
- CRD: 115214
- SEC file number: 801-60562
- Type: Registered investment adviser
- Location: 112 DUNTON HILL LN, CLINTON, MS, 39056
- Phone: 601-307-5315
- Latest filing: 2026-03-10
- Regulatory AUM: $19.6M
- Discretionary AUM: $19.6M
- Clients: 1
- Accounts: 43
Business model
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| MUNS ROGER E | MANAGING MEMBER; PRESIDENT; TREASURER | — |
| CHEW JOHN SAMUEL | PRESIDENT | — |
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