Multi-Family OfficeRIA · CRD 323751

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C.E.C. Wealth Management

C.E.C. WEALTH MANAGEMENT is a state-registered investment adviser with $61 million in regulatory assets under management. The firm manages $59 million on a...

C.E.C. Wealth Management

C.E.C. WEALTH MANAGEMENT is a state-registered investment adviser with $61 million in regulatory assets under management. The firm manages $59 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

What is the typical minimum asset requirement for C.E.C. Wealth Management?

Multi-family offices often set minimums ranging from $10 million to $100 million, but C.E.C. Wealth Management has not publicly disclosed its minimum asset threshold.

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