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C5 WEALTH MANAGEMENT, LLC
C5 WEALTH MANAGEMENT, LLC
GREAT FALLS, Virginia
·
1 registered advisor
·
CRD# 142430
SEC# 801-67336
703-759-7007
01
Firm Overview
AUM
$207M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at C5 WEALTH MANAGEMENT, LLC
1 registered advisor
Stanley Benson Corey
GREAT FALLS, Virginia
CRD# 1001577
05
Office Locations
GREAT FALLS, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. C5 WEALTH MANAGEMENT, LLC (CRD# 142430) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.