OPEN WEALTH MANAGEMENT LLC

OPEN WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 312743). Regulatory assets under management: $1.3M.

Registration

• CRD: 312743
• Type: Registered investment adviser
• Phone: 504-952-0724
• Latest filing: 2024-03-17
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312743 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search