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Wentsel Wealth Management
Wentzel Wealth Management, LLC is a state-registered investment adviser with approximately $20 million in regulatory assets under management.
Overview
Wentzel Wealth Management, LLC is a state-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.
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.
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