MY WEALTH MANAGEMENT, INC.

MY WEALTH MANAGEMENT, INC
GERMANTOWN, Maryland·3 registered advisors·CRD# 168566
SEC# 801-784770301-330-7900
01

Firm Overview

AUM
$152M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
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 PlanningInvestment ManagementWealth Management
04

Advisors at MY WEALTH MANAGEMENT, INC.

3 registered advisors
Jeffrey Wayne Yeakle
GERMANTOWN, Maryland
John Peter Mcglaughlin
GAITHERSBURG, Maryland
Melissa Lynn Price
GERMANTOWN, Maryland
05

Office Locations

GERMANTOWN, Maryland
2 advisors
GAITHERSBURG, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. MY WEALTH MANAGEMENT, INC. (CRD# 168566) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.