MY WEALTH MANAGEMENT, INC

Advisory Business

Type of Organization	Corporation
Fiscal Year End	JULY
Legal Location	Maryland, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	299	$145.2M
Non-Discretionary	5	$3.8M
Total	304	$148.9M

Clients

Type	Number	RAUM
Individuals	53	$13.4M
HNW Individuals	66	$118.4M
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	<5	$17.1M
Charitable organizations	0	$0
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	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	0

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

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	123.4M
Portfolio Manager	123.4M
Both for Same	123.4M

Portfolio Manager to Program	Sponsor
MY WEALTH MANAGEMENT WRAP PROGRAM	MY WEALTH MANAGEMENT, INC

Identifiers

SEC RIA File Number	801-78477
SEC ERA File Number	801-78477
SEC CIK Numbers	1827845
SEC CRD Numbers	168566
Legal Entity Identifier	None

Principal Office

12410 MILESTONE CENTER DRIVE
SUITE 175
GERMANTOWN
MD
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic