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Casey Marissa Bibb

Martin Wealth Solutions

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About Casey Marissa Bibb

Casey Marissa Bibb is an Investment Advisor Representative associated with Martin Wealth Solutions. Casey Bibb is registered with the state of Virginia. Casey Bibb has 1 registration, with a total of 541 clients and $184,090,178 in assets under management. Casey Bibb offers advisory services such as Financial Planning and Portfolio Management for Individuals.

Firm Information

Casey Bibb is currently registered with Martin Wealth Solutions. Martin Wealth Solutions is a registered investment advisor located in Christiansburg, Virginia. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. Martin Wealth Solutions manages approximately $184 million in assets for 541 clients. The firm has 3 licensed agents and 3 investment advisor representatives.
Martin Wealth Solutions

1055 W MAIN STREET

CHRISTIANSBURG, VA 24073

$184.09M

Assets Under Management

Not reported

Total Clients

3

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 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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percentage of assets

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

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Casey Bibb’s Registration & Firm History

VA

05/10/2024 - Present

Martin Wealth Solutions (CHRISTIANSBURG VA)

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Licenses & Designations

IA

Issued 02/20/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey Marissa Bibb.
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