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WEALTH MANAGEMENT INTERNATIONAL, LTD.
WEALTH MANAGEMENT INTERNATIONAL, LTD.
PEORIA, Arizona
·
1 registered advisor
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CRD# 153146
SEC# 801-71159
623-875-5204
01
Firm Overview
AUM
$100M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WEALTH MANAGEMENT INTERNATIONAL, LTD.
1 registered advisor
Lynn Michelle Forman
PEORIA, Arizona
CRD# 4203025
05
Office Locations
PEORIA, Arizona
1 advisor
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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT INTERNATIONAL, LTD. (CRD# 153146) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.