$33.4M Total AUM
$31.6M Disc. AUM
-- 3Y CAGR
2 Employees
160 ADV. Clients
33 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-14-1992
- Office Locations
- 1
Office Locations
-- Frederick MD
About Wealth Management Institute Ltd.
Wealth Management Institute Ltd. is a Frederick-based RIA. The firm has been operating for 33 years. Managing $33.4M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$16.7M AVG AUM / ADVISOR
$208.6K AVG AUM / CLIENT
4.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
33yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
C
CHARLES CAMERON LEWIS BELL
EXECUTIVE DIRECTOR, Owner
- CRD
- #2212340
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,558,211 | -- |
| Non-Discretionary | $1,820,647 | -- |
| Total | $33,378,858 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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