WSFS WEALTH MANAGEMENT, LLC

WSFS WEALTH MANAGEMENT
GREENVILLE, Delaware·1 registered advisor·CRD# 169192
SEC# 801-78663302-571-6836
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
0
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WSFS WEALTH MANAGEMENT, LLC

1 registered advisor
Laura Dolinger
GREENVILLE, Delaware
05

Office Locations

GREENVILLE, Delaware
1 advisor

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Data sourced from SEC Form ADV filings. WSFS WEALTH MANAGEMENT, LLC (CRD# 169192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.