Unclaimed
Bavley Bebawi is a Registered Investment Advisor with Imperium Wealth Management, LLC. Bavley has been in the industry since 2023. Bavley has passed the Uniform Investment Adviser Law Examination (Series 65) and has a current registration in Texas. Bavley specializes in financial planning and portfolio management for individuals and businesses. Bavley's clients include high net worth individuals, pension and profit-sharing plans, and corporations or other businesses. Bavley's office is located in San Antonio, Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
01/27/2025 - Present
Imperium Wealth Management, LLC (SAN ANTONIO TX)
IA
Issued 08/02/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Bavley Bebawi is the right advisor for you? Invested Better is here to help.