Mcmanus Wealth Management, LLC is a large advisory firm based in Augusta. It manages $42.83 million of regulatory assets for 305 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Georgia and South Carolina.
Mcmanus Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mcmanus Wealth Management, LLC is $42.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mcmanus Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Parker Rhodes has served as the Chief Investment Officer since 1 Jan 2010. Rhett Nolan Sinclair joined the executive team most recently as the Member, Vice President And Secretary.
The principal office where Mcmanus Wealth Management, LLC performs its advisory services is located at 1100 Frazier Drive, Augusta, GA 30909 1702, which is also the mailing address of the firm. An additional office of the firm is in Aiken, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 706-364-4281 or by fax 706-228-4082. The normal business hours are 8:30-5:30 pm on Monday - Friday. You can find more information about the New York firm at www.mcmanuscpa.com.