Alikos Wealth Management, LLC firmly believes that managing wealth isn’t simply about acquiring assets; it’s about you. That’s why our services focus on you: discovering and achieving what matters to you, providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do. That's why we offer an advisor relationship built on personal trust and integrity. Alikos Wealth Management, LLC serves as a Registered Investment Advisor providing fee-only investment management support to individuals, families, corporations, qualified retirement plans, partnerships, not-for-profits – anyone with a desire to pursue long-term financial objectives. Alikos Wealth Management, LLC is a proud member of Buckingham Strategic Partners.
View Top Employees from Alikos Wealth Management, LLCWebsite | http://www.alikoswm.com |
Revenue | $1 million |
Employees | 5 (3 on RocketReach) |
Founded | 2016 |
Address | 3 Bethesda Metro Center, Suite 320, Bethesda, Maryland 20814, US |
Phone | (240) 880-1938 |
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Industry | Investment Management, Business Services General, Business Services |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561110 Companies |
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The Alikos Wealth Management, LLC annual revenue was $1 million in 2024.
3 people are employed at Alikos Wealth Management, LLC.
Alikos Wealth Management, LLC is based in Bethesda, Maryland.
The NAICS codes for Alikos Wealth Management, LLC are [56111, 561, 5611, 56, 561110].
The SIC codes for Alikos Wealth Management, LLC are [874, 87].