PROTECTIVE WEALTH MANAGEMENT, LLC

SCOTTSDALE, Arizona·3 registered advisors·CRD# 165387
SEC# 801-78090480-948-3342
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROTECTIVE WEALTH MANAGEMENT, LLC

3 registered advisors
Christopher David Carnal
SCOTTSDALE, Arizona
Donald James Dady
SCOTTSDALE, Arizona
Dru C Ashcraft
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
3 advisors

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Data sourced from SEC Form ADV filings. PROTECTIVE WEALTH MANAGEMENT, LLC (CRD# 165387) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.