Severn Wealth Management

EST. AUM
$160,000,000

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Firm Details

Metro area Baltimore
CRD Number
Website severnwm.com
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Overview

Severn Wealth Management is an Annapolis, Maryland-based wealth management practice originally founded in 1988. Operating as a family-centric firm, it delivers financial planning, custom investment management, legacy and estate planning, and retirement planning solutions to individuals and families.

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

Severn Wealth Management

Platform Details

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