W
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-19-2025
- Office Locations
- 1
Office Locations
-- Landenberg PA
About Whtg Wealth Management, LLC
Whtg Wealth Management, LLC is a Landenberg-based RIA. The firm has been operating for 0 years. Managing $2.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$120.7K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
Available
Technology
Available
Owner & Executives
Michael Jeffrey Kwiatkowski
Chief Compliance Officer, Of Counsel, PRINCIPAL
- CRD
- #4321194
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,413,603 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,413,603 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Sovereign Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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