Adviser Profile
| As of Date | 08/16/2026 |
| Registration status | Registration Changed to PAGE WEALTH SERVICES, LLC |
| ADV Location | CROZET, VA, United States |
| Contact Info | (43 xxxxxxx |
| Websites |
| AUM* | 102,494,493 145% |
| of that, discretionary | 102,494,493 145% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 398,811 43% |
| % High Net Worth | 60.78% 1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name KEITER | Filing Date06/23/2025 | Form ADV-E View Report |
| Accounting Firm Name COURTNEY CORALLO (KEITER CPA) | Filing Date10/28/2024 | Form ADV-E View Report |