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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-22-2022
- Office Locations
- 1
Office Locations
About THE Wealth Mastery, LLC
The Wealth Mastery, LLC is a fiduciary wealth management firm focused on helping retirees and professionals navigating the transition into retirement. The firm designs bespoke plans that coordinate cash flow, tax minimization, and portfolio management, with client portfolios primarily implemented using ETFs. Founded by Stacy Turner, who brings 29+ years of Wall Street and financial expertise; custodied with Charles Schwab.
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Owner & Executives
STACY TODD TURNER
Chief Compliance Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2786380
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,850,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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