HERBEIN WEALTH MANAGEMENT, L.L.C.

WYOMISSING, Pennsylvania·17 registered advisors·CRD# 118114
SEC# 801-63116610-376-8271
01

Firm Overview

AUM
$284M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
17
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HERBEIN WEALTH MANAGEMENT, L.L.C.

17 registered advisors
Barry D. Groebel
WYOMISSING, Pennsylvania
Chiara Ann Renninger
WYOMISSING, Pennsylvania
David Wayne Stonesifer
WYOMISSING, Pennsylvania
Douglas Erhardt Wood
WYOMISSING, Pennsylvania
James Anthony Michalak
WYOMISSING, Pennsylvania
Jayne Robin Schaeffer
WYOMISSING, Pennsylvania
John Thomas Pagerly
WYOMISSING, Pennsylvania
Joseph J. Witkowski
WYOMISSING, Pennsylvania
Ken William Seidel
WYOMISSING, Pennsylvania
Kevin Dale Howard
WYOMISSING, Pennsylvania
Linda Sue Himeback
WYOMISSING, Pennsylvania
Michael Joseph Rowley
WYOMISSING, Pennsylvania
Robert F. Firely
WYOMISSING, Pennsylvania
Scott Allen Worley
WYOMISSING, Pennsylvania
Steven Mark Wolf
WYOMISSING, Pennsylvania
Thomas John Price
WYOMISSING, Pennsylvania
William Andrew Morgan
WYOMISSING, Pennsylvania
05

Office Locations

WYOMISSING, Pennsylvania
17 advisors

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Data sourced from SEC Form ADV filings. HERBEIN WEALTH MANAGEMENT, L.L.C. (CRD# 118114) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.