MAXWELL WEALTH STRATEGIES INC.

MAXWELL WEALTH
PLEASANTON, California·1 registered advisor·CRD# 317081
SEC# 801-1226410925-523-3288
01

Firm Overview

AUM
$290M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MAXWELL WEALTH STRATEGIES INC.

1 registered advisor
James Eric Maxwell
PLEASANTON, California
05

Office Locations

PLEASANTON, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MAXWELL WEALTH STRATEGIES INC. (CRD# 317081) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.