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Annabelle Saez

Usadvisors Wealth Management, LLC

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About Annabelle Saez

Annabelle Saez is an Investment Advisor Representative associated with Usadvisors Wealth Management, LLC. Annabelle is licensed to offer investment advice in Maryland. Annabelle has been working in the financial services industry since 2003. Annabelle holds the Series 65 license and is a licensed Certified Public Accountant in the State of Virginia. In addition to her work with Usadvisors Wealth Management, LLC, Annabelle also has a seasonal and part-time, self-employed non-investment related tax related business. Annabelle's areas of expertise include Portfolio Management for Individuals, Portfolio Management for Businesses and Financial Planning.

Firm Information

Annabelle Saez is currently registered with Usadvisors Wealth Management, LLC. Usadvisors Wealth Management, LLC is a registered investment advisor based in EDEN PRAIRIE, MN. The firm manages a total of $488,134,595 in assets for 2,380 clients, including 92 high-net-worth individuals and 1,504 individuals other than high-net-worth. Usadvisors Wealth Management, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. The firm participates in wrap fee programs.
Usadvisors Wealth Management, LLC

15750 VENTURE LANE

EDEN PRAIRIE, MN 55344

$488.13M

Assets Under Management

Not reported

Total Clients

13

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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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.

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Annabelle Saez’s Registration & Firm History

MD

03/07/2024 - Present

Usadvisors Wealth Management, LLC (ROCKVILLE MD)

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Licenses & Designations

IA

Issued 08/31/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Annabelle Saez.
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