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Polson Wealth Management

EST. AUM
$139,158,773

CONTACTS

CLIENT ACCOUNTS
400

Firm Details

Metro area Des Moines
CRD Number 342568
Website polsonwealth.com
Client types

Overview

Polson Wealth Management is the trade name of Attune Wealth Management LLC, an Iowa limited liability company and SEC-registered investment adviser based in Des Moines, Iowa. The firm is owned by Jay Polson and provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and a wrap fee program. It serves individuals, high-net-worth individuals, family offices, trusts, estates, private foundations, qualified retirement plans, and other entities.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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