BRC WEALTH MANAGEMENT, LLC

CONCORD, North Carolina·2 registered advisors·CRD# 306360
SEC# 801-1178380336-544-5827
01

Firm Overview

AUM
$157M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BRC WEALTH MANAGEMENT, LLC

2 registered advisors
Dana Coulter
CONCORD, North Carolina
Kimberly Ripberger
CONCORD, North Carolina
05

Office Locations

CONCORD, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. BRC WEALTH MANAGEMENT, LLC (CRD# 306360) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.