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- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-06-1995
- Office Locations
- 1
Office Locations
About Bagby Wealth Management
Bagby Wealth Management provides independent investment advice and fee-based financial planning for individuals, families, and businesses focused on building, preserving, and using wealth. The firm emphasizes a collaborative, team-based, step-by-step process to set goals, implement strategies, and monitor progress. Portfolios commonly use public funds, ETFs, and investment-grade fixed income, with custody relationships including Schwab and LPL.
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Owner & Executives
JERRY MICHAEL BAGBY
Chief Compliance Officer, Investment Consultant, Manager, PORTFOLIO MANAGER
- CRD
- #1135088
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Matt Eli Myers
--
- CRD
- #7986598
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,340,553 | -- |
| Non-Discretionary | $29,402,736 | -- |
| Total | $46,743,289 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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