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- Custodian
- First Clearing · Morgan Stanley · Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
About Sugden Wealth Management, LLC
Sugden Wealth Management is a fiduciary, founder-led wealth management firm providing comprehensive financial planning and portfolio management, with an emphasis on tax planning and tax-efficient, diversified, low-cost portfolios. The practice specializes in high-earning professionals and executives and also supports estate and charitable giving decisions, coordinating with other professionals as needed. Led by George Sugden (CFP®, CIMA®, CPWA®, RMA®), founded in 2012, with prior Morgan Stanley experience.
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Owner & Executives
GEORGE WILLIAM SUGDEN
Investment Advisor, Managing Member - Cco
- CRD
- #5750227
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $54,000,000 | -- |
| Total | $54,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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