Unnerstall Wealth Management

EST. AUM
$500,000,000

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1

CLIENT ACCOUNTS

Firm Details

Metro area St. Louis
CRD Number
Website unnerstallwealth.com
Client types

Overview

Unnerstall Wealth Management is a Washington, Missouri–based advisory practice founded by Jason Unnerstall. The team serves long-term investors locally and nationwide with planning-led wealth management. Core services include customized portfolios, retirement solutions, comprehensive financial planning, risk management, and 401(k) transition support. The practice is affiliated with &Partners, leveraging its dual-registration and platform breadth while maintaining a boutique, relationship-driven approach. Custody and trade clearing are primarily through Fidelity/National Financial Services (NFS). The site highlights a values-based, process-oriented client experience from discovery through ongoing management and review.

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

Unnerstall Wealth Management

Platform Details

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