MY WEALTH MANAGEMENT, INC.
Doing business as MY WEALTH MANAGEMENT, INC. SEC Form ADV profile.
Total regulatory AUM
$178,713,141
Discretionary
$164,809,051
Non-discretionary
$13,904,090
Firm details
- CRD number
- 168566
- SEC file number
- 801-78477
- Main office
- GERMANTOWN, MD, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.