WEALTH MANAGEMENT INTERNATIONAL, LTD.

WEALTH MANAGEMENT INTERNATIONAL, LTD. of PEORIA, AZ is an SEC-registered investment adviser (CRD 153146). Regulatory assets under management: $100.2M.

Registration

• CRD: 153146
• SEC file number: 801-71159
• Type: Registered investment adviser
• Location: 23131 N. LAKE PLEASANT PARKWAY, PEORIA, AZ, 85383
• Phone: 623-875-5204
• Latest filing: 2016-09-20
• Regulatory AUM: $100.2M
• Discretionary AUM: $93.5M
• Non-discretionary AUM: $6.6M
• Clients: 9
• Accounts: 657

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 153146 on SEC IAPD (source of record)
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