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RIA · CRD 110555State-Registered Investment Adviser

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Longman Wealthcare Management

Longman Wealthcare Management, LLC is a state-registered investment adviser in Miami, FL. The firm manages approximately $79 million in regulatory assets.

Overview

Longman Wealthcare Management, LLC is a state-registered investment adviser in Miami, FL. The firm manages approximately $79 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who makes investment decisions at the firm?

No principals, CIOs, or investment committee members are publicly identified. This is common among single-family offices that serve a single decision-maker—often the wealth creator or a family trustee—who operates without a professionalized external-facing team.

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