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Melissa Lynn Price

MY WEALTH MANAGEMENT, INC.·GERMANTOWN, Maryland
Unclaimed Profile
12410 MILESTONE CENTER DRIVE, GERMANTOWN, MD 20876CRD# 4813731Firm CRD# 168566
01

About

Melissa Lynn Price is a registered financial advisor based in GERMANTOWN, Maryland, affiliated with MY WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
MY WEALTH MANAGEMENT, INC.
MY WEALTH MANAGEMENT, INC
AUM
$152M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MY WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4813731
Firm CRD# 168566
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Lynn Price offer?
Melissa Lynn Price specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GERMANTOWN, Maryland for a consultation.
What are Melissa Lynn Price's credentials?
Melissa Lynn Price is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Lynn Price located?
Melissa Lynn Price is based in GERMANTOWN, Maryland, working with MY WEALTH MANAGEMENT, INC.. Their office serves clients in the GERMANTOWN metropolitan area and surrounding communities.
How does Melissa Lynn Price charge for services?
Melissa Lynn Price'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 MY WEALTH MANAGEMENT, INC.?
MY WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GERMANTOWN
Jeffrey Wayne Yeakle — MY WEALTH MANAGEMENT, INC.Sean Everett Falk — PEAK INVESTMENT ADVISORS, INC.Brett Adam Friedman — PEAK INVESTMENT ADVISORS, INC.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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