Adviser Profile
| As of Date | 04/16/2025 |
| Registration status | Registration Changed to WASSAW SOUND MANAGEMENT, LLC |
| ADV Location | SAVANNAH, GA, United States |
| Contact Info | 404 xxxxxxx |
| AUM* | 112,300,000 4% |
| of that, discretionary | 112,100,000 11% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,910,526 -12% |
| % High Net Worth | 56.25% -38% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds