POLSON WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 342568).
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Julie Ann Wagner | CHIEF COMPLIANCE OFFICER | — |
| Jay Carl Polson | MEMBER AND MANAGER | — |