MLV WEALTH LLC

PALM BEACH, Florida·2 registered advisors·CRD# 173345
SEC# 801-80740561-952-4500
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at MLV WEALTH LLC

2 registered advisors
Patrice Mcnicoll
PALM BEACH, Florida
Scott A Sandstrom
PALM BEACH, Florida
05

Office Locations

PALM BEACH, Florida
2 advisors

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Data sourced from SEC Form ADV filings. MLV WEALTH LLC (CRD# 173345) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.