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WWB ASSET MANAGEMENT LLC is a leading financial advisory firm that provides expert guidance to clients looking to manage their wealth and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- WWB ASSET MANAGEMENT LLC is dedicated to helping clients grow and preserve their wealth through personalized financial planning and investment management strategies.
- Their team of financial experts has extensive experience and knowledge in various financial areas, allowing them to provide comprehensive and unbiased advice.
- WWB ASSET MANAGEMENT LLC is committed to building strong relationships with their clients, understanding their unique needs and goals, and working with them to achieve financial success.
Facts and Insights
In 2020, WWB ASSET MANAGEMENT LLC managed over $2.5 billion in assets and had a team of 15 experienced financial advisors working with clients. Their average client net worth is $5 million, with an average account size of $500,000.
Through their expertise and personalized approach, WWB ASSET MANAGEMENT LLC has helped hundreds of clients achieve financial independence and reach their long-term financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 5 |
| 2010 | $1.2 billion | 10 |
| 2015 | $2 billion | 12 |
| 2020 | $2.5 billion | 15 |
Financial Services Offered
WWB ASSET MANAGEMENT LLC provides a wide range of financial services to help clients achieve their wealth management goals. These services include:
- Financial planning and analysis
- Investment management
- Wealth transfer and estate planning
- Tax planning and preparation
- Retirement planning
Their team of financial advisors works closely with each client to create a customized plan that addresses their unique financial needs and goals.
Client Types
WWB ASSET MANAGEMENT LLC works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners and entrepreneurs
- Retirees
- Professionals in various industries
Their services are tailored to meet the specific needs and goals of each client, regardless of their background or financial situation.
Fees & Compensation
WWB ASSET MANAGEMENT LLC operates on a fee-only basis, meaning they do not earn commissions from the products or services they recommend. This allows them to provide objective and unbiased advice to their clients.
Their fees are based on a percentage of assets under management and are determined based on the complexity of the client’s financial situation and the services needed.
Background
WWB ASSET MANAGEMENT LLC was founded in 2005 by a team of financial experts with a mission to help individuals and businesses manage and grow their wealth. Since then, they have built a strong reputation for their expertise, personalized approach, and commitment to their clients’ success.
Their team has a diverse background and extensive experience in financial planning, investment management, and tax planning, allowing them to provide comprehensive and integrated solutions to their clients.
Financial Advisor Disclosures to Know
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