C5 Wealth Management, LLC is a large advisory firm based in Great Falls. It manages $207.44 million of regulatory assets for 1,212 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Georgia, Maryland, and Virginia.
C5 Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of C5 Wealth Management, LLC is $207.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% 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 C5 Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where C5 Wealth Management, LLC performs its advisory services is located at 746 Walker Road, Great Falls, VA 22066, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-759-7007 or by fax 703-759-5508. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.c5wm.com.