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Wealth Asset Managers

Wealth Asset Managers is a broker-dealer with 13 financial professionals registered nationwide. The firm's primary clients are Individuals, High Net Worth Individuals and Pension and Profit Sharing Plans.

Advisors (13)

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Name Start Date
Arealous Clayton Earthman Mar 1997
David Allen Vose Mar 1997
Dempster Robert Cherry Oct 2011
Enrique Maldonado Garcia Jun 2003
Jeffery Scott Miller May 2002
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$41.3M
Total Assets
820
Accounts
$50.4K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Robert Owen Nelson President, CEO, Chief Compliance Officer, Director 09/01/1983
Patrick Kevin Donahue Treasurer, Cfo 06/01/1995

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
601 W Main Ave.
Spokane , WA 99201
Phone Number: 509-838-1313
Other Offices Address City State Zip
496 Delaney Ave. Orlando FL 32802
6540 Lusk Blvd. San Diego CA 92121
Branch Closed Branch Closed WA 99999

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets