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Kurt Edward Wachholz

MARIETTA WEALTH MANAGEMENT, LLC·MARIETTA, Georgia
Unclaimed Profile
472 N. SESSIONS STREET, MARIETTA, GA 30060CRD# 5317738Firm CRD# 281782
01

About

Kurt Edward Wachholz is a registered financial advisor based in MARIETTA, Georgia, affiliated with MARIETTA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARIETTA WEALTH MANAGEMENT, LLC
MARIETTA WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at MARIETTA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5317738
Firm CRD# 281782
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kurt Edward Wachholz offer?
Kurt Edward Wachholz specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Kurt Edward Wachholz's credentials?
Kurt Edward Wachholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Edward Wachholz located?
Kurt Edward Wachholz is based in MARIETTA, Georgia, working with MARIETTA WEALTH MANAGEMENT, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Kurt Edward Wachholz charge for services?
Kurt Edward Wachholz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARIETTA WEALTH MANAGEMENT, LLC?
MARIETTA WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideALPHARETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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