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Bates Wealth Management
BATES WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $15 million in regulatory assets under management. The firm has 2 employees and 2...
Bates Wealth Management
BATES WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $15 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
Who founded and runs Bates Wealth Management?
The names of the firm's founders and current key principals are not publicly disclosed in a manner that Altss can verify. The firm does not appear to maintain a public-facing website or LinkedIn page with executive biographies, and no founding narrative has been cited in the financial press.
How much does Bates Wealth Management have in assets under management?
The firm has not publicly disclosed its discretionary or non-discretionary assets under management. Its Form ADV filings do not yield a verifiable AUM figure that can be independently cross-referenced. For this reason, Altss classifies the AUM as undisclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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