ETHOS WEALTH MANAGEMENT LLC

ETHOS PRIVATE WEALTH
1 registered advisor·CRD# 166465
SEC# 801-776260(305) 602-1000
01

Firm Overview

AUM
$22M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ETHOS WEALTH MANAGEMENT LLC

1 registered advisor
Matthew Anthony Lapides
MIAMI, Florida
CFP
05

Office Locations

MIAMI, Florida
1 advisor

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Data sourced from SEC Form ADV filings. ETHOS WEALTH MANAGEMENT LLC (CRD# 166465) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.