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Multi-Family OfficeRIA · CRD 188516

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LASER WEALTH MANAGEMENT, LC

LASER WEALTH MANAGEMENT, LC is a state-registered investment adviser in Kensington, MD. It has one employee and one investment adviser. The firm is based in...

Overview

LASER WEALTH MANAGEMENT, LC is a state-registered investment adviser in Kensington, MD. It has one employee and one investment adviser. The firm is based in Kensington, MD.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

null

Corporate office

United States

Frequently asked questions

How does Laser Wealth Management deploy capital?

The firm takes a fiduciary approach, constructing customized portfolios using third-party managers, ETFs, mutual funds, and separately managed accounts. Direct deal-making, proprietary funds, or co-investments are not disclosed. Holdings are custodied externally.

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