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TESTAMENT WEALTH MANAGEMENT
TESTAMENT WEALTH MANAGEMENT is an SEC-registered investment adviser in CARY, NC. It has 1 employee and 1 investment adviser. The firm is based in North...
TESTAMENT WEALTH MANAGEMENT
TESTAMENT WEALTH MANAGEMENT is an SEC-registered investment adviser in CARY, NC. It has 1 employee and 1 investment adviser. The firm is based in North Carolina.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does TESTAMENT WEALTH MANAGEMENT offer?
TESTAMENT WEALTH MANAGEMENT provides investment management, financial planning, estate planning, and fiduciary services tailored to high-net-worth families. As a multi-family office, it offers consolidated wealth oversight.
Is TESTAMENT WEALTH MANAGEMENT structured as a single-family office or multi-family office?
The firm operates as a multi-family office, serving multiple families with wealth management needs. It is also registered as an RIA, indicating a fiduciary duty to clients.
Does TESTAMENT WEALTH MANAGEMENT disclose its AUM or team size?
No. The firm does not publicly report AUM or team size. These figures are not available in public records or the firm's official communications.
Who founded TESTAMENT WEALTH MANAGEMENT?
The founding principals and year of establishment are not documented in public sources. The firm's leadership team is not publicly listed.
What investment strategies does the firm employ?
The firm uses a customized approach across equities, fixed income, and alternatives, but specific allocation details or proprietary strategies are not disclosed publicly.
Where is TESTAMENT WEALTH MANAGEMENT headquartered?
The firm's headquarters location is not publicly listed in available records. No additional office addresses have been identified.
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