No longer SEC-registered. Maxwell Wealth Strategies Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$290M
Employees
5
Accounts
660
Location
Pleasanton, CA
Maxwell Wealth Strategies Inc. assets under management
Maxwell Wealth Strategies Inc. is an investment advisory firm registered with the SEC based in Pleasanton, CA. It reports $290 million in regulatory assets under management and employs 5 people.
How much does Maxwell Wealth Strategies Inc. manage?
Maxwell Wealth Strategies Inc. reports $290 million in regulatory assets under management on its Form ADV.
How many employees does Maxwell Wealth Strategies Inc. have?
Maxwell Wealth Strategies Inc. reports 5 employees.
Where is Maxwell Wealth Strategies Inc. located?
Maxwell Wealth Strategies Inc. is based in Pleasanton, CA.
Does Maxwell Wealth Strategies Inc. disclose fund performance?
Maxwell Wealth Strategies Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
7041 Koll Center Parkway, Suite 275, Pleasanton, CA 94566