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Robert James Wieder

Court Place Advisors LLC

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About Robert James Wieder

Robert Wieder is an investment advisor representative at Court Place Advisors LLC, based in Ellicott City, Maryland. Robert is a registered investment advisor in Maryland and Texas. Robert also owns and operates CPT, Inc., a tax firm, where Robert provides accounting and tax services. Robert has been with Court Place Advisors LLC since 1999.

Firm Information

Robert Wieder is currently registered with Court Place Advisors LLC. Court Place Advisors LLC is an investment advisor registered with the SEC. Headquartered in Ellicott City, Maryland, the firm provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $375 million in assets for a diverse client base, including individuals, high-net-worth individuals, charitable organizations, and corporations.
Court Place Advisors LLC

3300 NORTH RIDGE ROAD

ELLICOTT CITY, MD 21043

$375.88M

Assets Under Management

12

Total Clients

4

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.

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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Robert Wieder’s Registration & Firm History

MD

10/16/2007 - Present

Court Place Advisors LLC (ELLICOTT CITY MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert James Wieder.
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