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Audible Wealth Management

Headquartered in SILVER SPRING, MD

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Firm Information

Audible Wealth Management is a financial advisory firm based in Los Angeles, California. They provide financial planning, portfolio management for individuals, and educational seminars. The firm has 4 licensed agents and advisors and manages over $13 million in regulatory assets. Their clients include high-net-worth individuals and individuals other than high-net-worth.

Audible Wealth Management

$13.43M

Assets Under Management

Not reported

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bill pay services

Bill pay services

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)

AUDIBLE WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

SILVER SPRING, MD

Advisors at Audible Wealth Management

View All 2 Advisors
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Isiah John Williams

RA

SILVER SPRING, MD

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Jonathan Maxwell McKinney

RA

NEW YORK, NY

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Veronica Marcela Fuentes

CFP®, CFC®, RA

SILVER SPRING, MD

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Monica Alisa Carlos

RA

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Disclosures

There are no public disclosures for Audible Wealth Management.

Frequently Asked Questions (6)

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