Maria
Bolanos Wong

Manchester Capital Management LLC

CRD#7537920
Investment Advisor
in Charlottesville, VA

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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

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Manchester Capital Management LLC Brokerage Details

Total Assets Under Management

$3,167,899,263

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

33

VA Average: 30
Total Number of Accounts

1,621

VA Average: 868
Average Account Size

$1,954,287

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)

Transparent.Ly

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.

Disclosures

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 profile-compliance@smartasset.com.

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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.

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