Bolanos Wong

Manchester Capital Management LLC

Investment Advisor
in Charlottesville, VA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Maria Bolanos Wong is a financial advisor based in Charlottesville, Virginia who has 1 year of industry experience. Bolanos Wong is an advisor for Manchester Capital Management LLC. Throughout their career, Bolanos Wong has worked at Manchester Capital Management, Transparent.Ly, University Of Virginia, Nomura Securities and Colegio Maya. Bolanos Wong has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Virginia. Manchester Capital Management LLC is a company operating out of Manchester, VT. It has offices in three locations and a total of 33 employees. It oversees $3 billion in assets among its 1,621 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 12 charities and foundations. Of its 1,621 customer accounts, 62% are held by high-net-worth investors who have greater than $1 million in investable assets. Manchester Capital Management LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice typically depend on which services are provided. Fees billed by Manchester Capital Management LLC can be comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

323 2Nd Street - Suite 710
Charlottesville, VA 22902

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Manchester Capital Management LLC Brokerage Details

Total Assets Under Management


VA Average: $4,257,716,217
Total Number of Employees


VA Average: 30
Total Number of Accounts


VA Average: 868
Average Account Size


VA Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Maria Bolanos Wong Work History

Maria has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Manchester Capital Management

2020 - 2021 (1 year)


2020 - 2020 (< 1 year)

University Of Virginia

2019 - 2019 (< 1 year)

Nomura Securities

2016 - 2020 (4 years)

University Of Virginia

2012 - 2016 (4 years)

Colegio Maya

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Maria Bolanos Wong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Manchester Capital Management LLC

Cory Boggs
Santa Barbara, CA
Maria Bolanos Wong
Charlottesville, VA
Frederick Hinkley
New York, NY
Brett Croft
Charlottesville, VA
Antony Orme
Santa Barbara, CA
Brian Vogel
Manchester, VT
Philip Kirshman
Santa Barbara, CA
Griffin Sivret
Manchester, VT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started