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Wasserman Wealth Management

EST. AUM
$306,034,249

CONTACTS
2

CLIENT ACCOUNTS
553

Firm Details

Metro area Detroit
CRD Number 124556
Website focuspartners.com
Client types

Overview

Wasserman Wealth Management, LLC provides comprehensive investment and financial planning advice so their clients can have greater comfort and security, as well as assistance with organizing and growing their resources. The firm was founded in 2003 and was acquired by Buckingham Strategic Wealth, which was then acquired by Focus Financial Partners.

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Investment Preferences

Alternative Activity

Address

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

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