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Angela Michelle Stephenson

DOMANI WEALTH, LLC·LANCASTER, Pennsylvania
Clean recordDOMANI WEALTH, LLC
1869 CHARTER LANE, LANCASTER, PA 17601-5879CRD# 3126360Firm CRD# 174303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela Michelle Stephenson · LANCASTER, PA
Registration
CRD #3126360 · DOMANI WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Angela Michelle Stephenson is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with DOMANI WEALTH, LLC. 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
Introduction

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03

Firm Overview

Firm
DOMANI WEALTH, LLC
DOMANI WEALTH, LLC
AUM
$1.3B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at DOMANI WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 3126360
Firm CRD# 174303
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Angela Michelle Stephenson offer?
Angela Michelle Stephenson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Angela Michelle Stephenson's credentials?
Angela Michelle Stephenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Michelle Stephenson located?
Angela Michelle Stephenson is based in LANCASTER, Pennsylvania, working with DOMANI WEALTH, LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Angela Michelle Stephenson charge for services?
Angela Michelle Stephenson'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 DOMANI WEALTH, LLC?
DOMANI WEALTH, 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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Other Advisors at DOMANI WEALTH, LLC

Carolyn Mealey Denest
LANCASTER, PA
John Francis Hensler
LANCASTER, PA
Scott Douglas Michael
LANCASTER, PA
Angela Renee Gehman
LANCASTER, PA
Robert Anthony Pietrandrea
LANCASTER, PA
Christopher Michael Stock
LANCASTER, PA

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