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Alikos Wealth Management, LLC

Headquartered in BETHESDA, MD

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Firm Information

Alikos Wealth Management, LLC is a Registered Investment Advisor with approximately $52.50 million in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and businesses. Their client base is primarily comprised of high-net-worth individuals, with 18 clients and $49.79 million in assets under management, as well as individuals other than high-net-worth individuals, with 12 clients and $2.71 million in assets under management. They also provide services in selecting other advisors and offer portfolio management services to businesses.

Alikos Wealth Management, LLC

$52.50M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ALIKOS WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

Bethesda, MD

Advisors at Alikos Wealth Management, LLC

View All 2 Advisors
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Peter Thomas Ryan

RA

Bethesda, MD

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Daniel Timothy Ryan

RA

Bethesda, MD

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Disclosures

There are no public disclosures for Alikos Wealth Management, LLC.

Frequently Asked Questions (5)

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