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VerifiedFinancial Services· Founded 2019

Assetio Wealth Management

AssetIO Wealth Management is a growing boutique financial planning and investment management firm based in the heart of the entertainment industry. We are analysts with a heart; passionate about creating greatness in peoples’ lives. We believe that every person’s uniqueness is their primary asset, which we mold through detailed planning to create each client’s path to greatness. Our investment team are technical analysis specialists, providing clients with greater flexibility and understanding of how and why investment decisions are Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Rob Proano is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, ID, MI, OK, SD, TX, and WA.

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HeadquartersN. Hollywood, United StatesEmployees4(1 to 10)Annual revenue<$1MFounded year2019Websiteassetio.comLinkedIn profileLinkedIn

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  • 1financial advisor & investment planner
  • 1student at university of san francisco

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