Claim Profile
MT

Michael Dean Thomas

WMD ASSET MANAGEMENT, LLC·JACKSONVILLE, Florida
Unclaimed Profile
6279 DUPONT STATION COURT, JACKSONVILLE, FL 32217CRD# 5926015Firm CRD# 156424
01

About

Michael Dean Thomas is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with WMD ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WMD ASSET MANAGEMENT, LLC
WMD ASSET MANAGEMENT, LLC
AUM
$299M
Regulatory assets under management
Employees
9
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5926015
Firm CRD# 156424
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSONVILLE?

Browse all registered financial advisors in JACKSONVILLE, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Dean Thomas offer?
Michael Dean Thomas specializes in Retirement Planning, Wealth Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Michael Dean Thomas's credentials?
Michael Dean Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Dean Thomas located?
Michael Dean Thomas is based in JACKSONVILLE, Florida, working with WMD ASSET MANAGEMENT, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Michael Dean Thomas charge for services?
Michael Dean Thomas's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WMD ASSET MANAGEMENT, LLC?
WMD ASSET MANAGEMENT, LLC has approximately 9 employees and manages $299M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty