CRD: 143439
VAN Reed Wealth Management LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-28-2007
- Office Locations
- 1
Office Locations
About VAN Reed Wealth Management LLC
Van Reed Wealth Management is an independent wealth management and investment advisory firm serving affluent individuals, business owners, and families. The team delivers integrated planning and portfolio advice spanning cash flow, taxes, risk, and estate/trust needs, with in-house bill pay and expense management and coordination of outside specialists. Works with clients directly or alongside existing advisors; custody relationships include Schwab and SEI.
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Owner & Executives
ELIZABETH MARY GALLEN MASTROMARINO
Managing Director, President
- CRD
- #1298196
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,888,447 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,888,447 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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