CRD: 150266
Professional Wealth Management Services LLC
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- FusionQuantum
- Established Date
- 06-17-2009
- Office Locations
- 1
Office Locations
About Professional Wealth Management Services LLC
Professional Wealth Management Services is an independent, full-service wealth management and financial planning firm designed to stay personal and efficient, operating without product sales quotas or sales contests. The team draws on 30+ years of experience across banks, insurance, brokerage and advisory channels. Investment implementation emphasizes ETFs and public funds alongside a meaningful fixed-income allocation (including U.S. government/agency bonds), with custody through LPL Financial.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JOHN GREGORY STEVENSON
Director, FOUNDER, Managing Member
- CRD
- #2478575
- Ownership
- 75% or more
SHAWN MICHAEL FLEMING
Chief Compliance Officer, DIRECTOR, Managing Member
- CRD
- #5316725
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,154,234 | $796,224 |
| Non-Discretionary | $0 | -- |
| Total | $136,154,234 | $796,224 |
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Separately Managed Accounts
Total SMA Asset: $136,154,234
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,031,218,312 | 21.7% |
| Public Funds | $513,233,077 | 10.8% |
| Equity - Exchange | $1,040,722,629 | 21.9% |
| Cash | $1,112,005,001 | 23.4% |
| Corporate - Investment Grade | $313,642,436 | 6.6% |
| Municipal Bonds | $741,336,667 | 15.6% |
| Total | $4,752,158,122 | 100.0% |