CRD: 133557
Fleming Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-09-2004
- Office Locations
- 1
Office Locations
About Fleming Wealth Management, LLC
Fleming Wealth Management is an independent financial planning and investment advisory firm serving affluent and high-net-worth clients with comprehensive, tailored wealth strategies. The firm applies institutional-style frameworks—drawing on business, venture-capital and academic thinking—while emphasizing risk management, tax awareness and transaction-cost control. Portfolios often use ETFs and public funds, custodied with Schwab and TD Ameritrade.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
EDWARD PHILLIP FLEMING
Chief Compliance Officer, Chief Executive Officer, Principal
- CRD
- #4647201
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,522,711 | $2,851,679 |
| Non-Discretionary | $0 | -- |
| Total | $89,522,711 | $2,851,679 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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