Just Wealth LLC
Just Wealth LLC (CRD# 324593) is a financial advisory firm headquartered in Pittsfield, MA. They manage $18,506,962 in 34 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts34ACCOUNTS
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Average Account Value$544,322
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, MA
Financial Advisors at Just Wealth LLC
1
Phuong Luong (CRD# 6815665) is an Investment Advisor Representative working at Just Wealth LLC in Pittsfield, MA and has over 7 years of experience in the finance industry.
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