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EXPERIENTIAL WEALTH, INC.
EXPERIENTIAL WEALTH, INC.
CABIN JOHN, Maryland
·
1 registered advisor
·
CRD# 116983
SEC# 801-71422
0
703-847-4380
01
Firm Overview
AUM
$164M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at EXPERIENTIAL WEALTH, INC.
1 registered advisor
Amanda Pagenhardt
VIENNA, Virginia
CRD# 5901949
05
Office Locations
VIENNA, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. EXPERIENTIAL WEALTH, INC. (CRD# 116983) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.