About Wyoming Wealth Management, LLC
Wyoming Wealth Management, LLC is an investment advisory firm founded in 2011, with a primary office located in Rock Springs, WY. While the firm's website primarily focuses on its Wyoming presence, it also maintains a branch office in Cincinnati, OH. The firm offers financial planning, portfolio management, consulting, and educational services to its 185 clients, with a particular focus on high net worth individuals. Wyoming Wealth Management operates under J.W. Cole Advisors, Inc. for advisory services and J.W. Cole Financial, Inc. for securities. They emphasize a client-first approach, aiming to guide individuals toward financial success through personalized strategies. With a total of 1 employee, the firm manages approximately $28.6 million in assets under management. Their commitment to client needs positions them as a dedicated financial partner in their operational regions McMahon, Michael M. and Doran James are the principals of the firm.
Website: https://wyomingwealthmanagement.org/
Founded: 2011
Employees: 1
Office Locations
- Rock Springs, WY (Headquarters)
Services Offered
- Fiduciary Audit Services
- Plan Design Consulting
- Participant Investment Advice
Team Members
- Doran James, Founder
- Michael Majhanovich, Founder
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