Lopez Wealth Management, LLC is a large advisory firm based in Abingdon. It manages $180.67 million of regulatory assets for 1,181 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of South Carolina, Tennessee, Texas, and Virginia.
Lopez Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lopez Wealth Management, LLC is $180.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 276% 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 Lopez Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jonathan Wade Lopez has been acting as President since 1 Dec 2001. Jonathan Robert Weatherly joined the executive team most recently as the Chief Compliance Officer.
The principal office where Lopez Wealth Management, LLC performs its advisory services is located at 955 West Main Street, Abingdon, VA 24210 2427, which is also the mailing address of the firm. An additional office of the firm is in Roanoke, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 276-628-5910 or by fax 276-623-1593. The normal business hours are 8:00 am -5:00 pm on Monday - Friday. You can find more information about the New York firm at wadelopez.com.