LMK Wealth Management

EST. AUM
$100,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area West Palm Beach
CRD Number
Website lmkwealth.com
Client types

Overview

LMK Wealth Management comprises a team of seasoned financial professionals dedicated to providing investment advice and portfolio management to high net worth investors through their affiliation with Mid Atlantic Capital Corporation, a registered broker-dealer, and Mid Atlantic Financial Management, Inc., doing business as LMK Advisors, a registered investment adviser. LMK Advisors is focused on assisting clients in developing tailored solutions for their retirement assets. By assessing individual risk tolerance, time horizon, and financial goals, the team strives to create a balanced investment strategy that prioritizes both growth and principal preservation. In the face of today's economic challenges, LMK Wealth Management recognizes the accompanying opportunities and potential rewards. The firm collaborates closely with clients to identify and capitalize on these opportunities, fostering a solid financial foundation for the future. For further information, clients are encouraged to explore the resources available on the firm's website or reach out via email or phone.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

LMK Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

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