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Multi-Family OfficeRIA · CRD 168903State-Registered Investment Adviser

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FWI Wealth Management LLC

FWI WEALTH MANAGEMENT LLC is a state-registered investment adviser with $60 million in regulatory assets under management. The firm manages $57 million on a...

Overview

FWI WEALTH MANAGEMENT LLC is a state-registered investment adviser with $60 million in regulatory assets under management. The firm manages $57 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at FWI Wealth Management?

No named investment professionals or principals at FWI Wealth Management LLC appear in public sources. The firm's SEC filings do not publicly disclose its leadership team or committee structures.

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