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CMS Wealth Management

Headquartered in WAYNE, PA

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Firm Information

CMS Wealth Management is a wealth management firm located in WAYNE, PA. The firm has 3 licensed agents, 4 investment adviser representatives, and 4 registered representatives. It manages $358,219,935 in regulatory assets under management, primarily for high-net-worth individuals ($287,459,651), corporations or other businesses ($9,156,119), and individuals other than high-net-worth ($61,604,165). CMS Wealth Management provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm participates in wrap fee programs.

CMS Wealth Management

STRAFFORD BLDG FOUR, STE 300

WAYNE, PA 19087-3333

$358.22M

Assets Under Management

295

Total Clients

6

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 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)

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

WAYNE, PA

Advisors at CMS Wealth Management

View All 6 Advisors
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David Alan Locher

RA

WAYNE, PA

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John M Demasi

CFC®, RA

WAYNE, PA

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Matthew J Purtill

RA

WAYNE, PA

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Michael Ellis Feldman

CFP®, RA

WAYNE, PA

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Sheetal Khanna

CFP®, RA

WAYNE, PA

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Eric Todd Lanshe

CFA®, RA

WAYNE, PA

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Disclosures

There are no public disclosures for CMS Wealth Management.

Frequently Asked Questions (9)

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