Unclaimed Profile

Angela Renee Gehman

PBWM HOLDINGS, LLC·LANCASTER, Pennsylvania

Series 65Clean record15 years registeredPBWM HOLDINGS, LLC

1869 CHARTER LANE, LANCASTER, PA 17601-5879CRD# 5908250Firm CRD# 174303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angela Renee Gehman · LANCASTER, PA

Registration

CRD #5908250 · PBWM HOLDINGS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

May 2023 – present

DOMANI WEALTH, LLC

Feb 2015 – Aug 2023

LANCASTER, PA

PARENTEBEARD WEALTH MANAGEMENT LLC

May 2011 – Feb 2015

YORK, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 23, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOMANI WEALTH, LLC

CRD 174303 · SEC 801-80939

AUM

$1.3B

Regulatory assets under management

Employees

3,114 client accounts

Services offered by DOMANI WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOMANI WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Angela Renee Gehman offer?

Angela Renee Gehman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Angela Renee Gehman's credentials?

Angela Renee Gehman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angela Renee Gehman located?

Angela Renee Gehman is based in LANCASTER, Pennsylvania, working with PBWM HOLDINGS, LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Angela Renee Gehman charge for services?

Angela Renee Gehman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PBWM HOLDINGS, LLC?

PBWM HOLDINGS, LLC has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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