Unclaimed Profile

Daniel Christopher Wohlgemuth

49 WEALTH MANAGEMENT, LLC·AUSTIN, Texas

SIE, Series 6, Series 7, Series 24, Series 26, Series 63Clean record25 years registered49 WEALTH MANAGEMENT, LLC

916 S CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX 78746CRD# 2788404Firm CRD# 319484

Profile Verification

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

Identity

Daniel Christopher Wohlgemuth · AUSTIN, TX

Registration

CRD #2788404 · 49 WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 49 WEALTH MANAGEMENT, LLC

WACHOVIA SECURITIES, LLC

Mar 2004 – May 2005

JACKSONVILLE, FL

ESI FINANCIAL ADVISORS

Jan 2001 – Sep 2003

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Registration record

First registered · January 12, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

49 WEALTH MANAGEMENT, LLC

CRD 319484 · SEC 801-123687

AUM

$566M

Regulatory assets under management

Employees

103

3,364 client accounts

Services offered by 49 WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 49 WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Christopher Wohlgemuth offer?

Daniel Christopher Wohlgemuth specializes in Financial Planning, Investment Management, Wealth Management.

What are Daniel Christopher Wohlgemuth's credentials?

Daniel Christopher Wohlgemuth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Christopher Wohlgemuth located?

Daniel Christopher Wohlgemuth is based in AUSTIN, Texas, last registered with 49 WEALTH MANAGEMENT, LLC.

How does Daniel Christopher Wohlgemuth charge for services?

Daniel Christopher Wohlgemuth's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 49 WEALTH MANAGEMENT, LLC?

49 WEALTH MANAGEMENT, LLC has approximately 103 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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