EXPERIENTIAL WEALTH, INC.
Adviser information for EXPERIENTIAL WEALTH, INC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 19 | $164.2M |
| Non-Discretionary | 0 | $0 |
| Total | 19 | $164.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 16 | $51.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $96.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $16.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 10 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-71422 |
|---|---|
| SEC ERA File Number | 801-71422 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 116983 |
| Legal Entity Identifier | None |
Principal Office
6409 81ST STREETCABIN JOHN
MD
United States
Monday - Friday, 8:00 AM - 4:30 PM
Tel: 703-847-4380, Fax: 703-847-4384
Chief Compliance Officer
PHILIP SL CHAO
PRINCIPAL, CHIEF INVESTMENT OFFICER
6409 81ST STREET
CABIN JOHN
MD
United States
Tel:
703-847-4380
Fax:
704-847-4384
P****@*********************M
(Full email address available in API data)
Regulatory Contact
AMANDA PAGENHARDT
6409 81ST STREET
CABIN JOHN
MD
United States
Tel:
703-847-4380
Fax:
703-847-4384
A**********@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHAO, PHILIP, SHIHLING | Individual | – | PRINCIPAL; CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | 10/1991 | > 75% |