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Wentsel Wealth Management
Wentzel Wealth Management, LLC is an SEC-registered investment adviser with approximately $20 million in regulatory assets under management. The firm employs 1...
Wentsel Wealth Management
Wentzel Wealth Management, LLC is an SEC-registered investment adviser with approximately $20 million in regulatory assets under management. The firm employs 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
What is Wentsel Wealth Management's regulatory status?
Wentsel Wealth Management is registered as an investment advisor (RIA) with the U.S. Securities and Exchange Commission or a state securities regulator (per SEC public records). This registration means the firm must comply with fiduciary standards and periodic disclosure requirements.
What services does Wentsel Wealth Management provide?
As a multi-family office and RIA, Wentsel Wealth Management likely offers investment advisory, portfolio management, and wealth planning services to high-net-worth families. No specific service lines or niche strategies are detailed in public records (per SEC filings).
Who are the principals or investment decision-makers at Wentsel Wealth Management?
The names of the principals or investment committee members are not disclosed in any publicly available sources, including SEC filings or firm press releases. The firm maintains a low public profile.
What is the ownership structure of Wentsel Wealth Management?
Ownership details are not publicly available. As an RIA, the firm may be owned by its founding principals or by an external financial holding company. No publicly recorded changes in ownership have been reported.
How can I verify Wentsel Wealth Management's registration?
The firm's registration can be verified through the SEC's Investment Adviser Public Disclosure (IAPD) database or the relevant state securities regulator's website (per SEC rules). These filings may show the firm's address, number of clients, and any disciplinary history.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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