# MY WEALTH MANAGEMENT, INC

MY WEALTH MANAGEMENT, INC is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 168566
- **SEC file number:** 801-78477
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168566

## About

MY WEALTH MANAGEMENT, INC is an SEC-registered investment adviser in GERMANTOWN, MD, registered since 2013. The firm manages $156 million in assets, $142 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at MY WEALTH MANAGEMENT, INC?

No named principals or investment decision-makers have been identified in public sources. The firm does not appear to maintain a public-facing leadership profile.

### What investment stages does MY WEALTH MANAGEMENT, INC typically target?

No public information describes the firm's investment stage preferences. It is not listed as a participant in known venture, growth, or buyout transactions.

### Which sectors does MY WEALTH MANAGEMENT, INC explicitly avoid?

No sector avoidance or preference has been disclosed by the firm in public sources.

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Last updated: 2026-06-03T20:00:00.000Z

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