Megan
Wiley
Badgley Phelps Wealth Managers
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About this Advisor
Megan Wiley is a financial advisor based in Crozet, Virginia, working with Badgley Phelps Wealth Managers. Megan has previously held positions at Moss Adams Wealth Advisors, Hethwood Market, Harris Teeter, Badgley Phelps Wealth Managers, and Badgley Phelps Wealth Managers, LLC. Megan has passed the Series 65 regulatory exam and is registered to provide services in Virginia and Washington. Currently, Megan is part of Badgley Phelps Wealth Managers, which operates out of Crozet, Virginia. The firm has 3 offices and 37 employees. The firm manages assets totaling $5.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Badgley Phelps Wealth Managers includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Badgley Phelps Wealth Managers Brokerage Details
$5,126,260,432
37
2,648
$1,935,899
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Megan Wiley Work History
Badgley Phelps Wealth Managers, LLC
Badgley Phelps Wealth Managers
Moss Adams Wealth Advisors
Hethwood Market
Harris Teeter
Disclosures
Please visit the SEC profile of Megan Wiley 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 Badgley Phelps Wealth Managers
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Crozet, VA
Seattle, WA
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