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MIDDLEBURG WEALTH MANAGEMENT LLC
MIDDLEBURG WEALTH MANAGEMENT LLC
MIDDLEBURG, Virginia
·
1 registered advisor
·
CRD# 170727
SEC# 801-79738
571-643-5223
01
Firm Overview
AUM
$92M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at MIDDLEBURG WEALTH MANAGEMENT LLC
1 registered advisor
Julie-Anne Lewis
MIDDLEBURG, Virginia
CRD# 4311609
05
Office Locations
MIDDLEBURG, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. MIDDLEBURG WEALTH MANAGEMENT LLC (CRD# 170727) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.