…
How does the advisor help clients – Key Takeaways:
W3 WEALTH ADVISORS, LLC prides itself on providing top-notch financial expertise to its clients. By adopting a client-focused approach, W3 WEALTH ADVISORS helps clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded over two decades ago, W3 WEALTH ADVISORS, LLC has successfully managed over $1 billion in assets under management (AUM) and currently serves over 1,000 clients. With a team of experienced and knowledgeable advisors, the firm provides reliable financial solutions that are tailored to each client’s unique financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 20+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
Client Types
- Individuals
- High Net Worth Individuals
- Business Owners
- Retirees
Fees & Compensation
W3 WEALTH ADVISORS, LLC charges a percentage of the AUM as a management fee, which varies based on the client’s AUM. The firm does not receive any commissions or third-party payments, ensuring that their recommendations are always in the client’s best interest.
Background
W3 WEALTH ADVISORS, LLC was established in 1999 by a team of financial experts with a shared vision of providing comprehensive and personalized financial solutions to clients. Over the years, the firm has built a strong reputation for its expertise and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial advisor, W3 WEALTH ADVISORS has certain disclosures that clients should be aware of. These include any potential conflicts of interest, fees and compensation structure, and any disciplinary actions or complaints.