EXPERIENTIAL WEALTH, INC.
  • EXPERIENTIAL WEALTH, INC.
  • CHAO & COMPANY, LTD.

Adviser Profile

As of Date 04/11/2024
Registration status Terminated
ADV Location CABIN JOHN, MD, United States
Contact Info 703 xxxxxxx
Websites
AUM* 164,200,646 -3%
of that, discretionary 164,200,646 8%
Number of Employees 2 -33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 8,642,139 378%
% High Net Worth 72.73% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

171M 146M 122M 98M 73M 49M 24M
2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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