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Middleburg Wealth Management provides tax planning, risk management and wealth transfer strategy services... Read more
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Middleburg Wealth Management provides tax planning, risk management and wealth transfer strategy services... Read more
MWM Co-Founder & CEO: Julie-Anne Lewis

Co-Founder & CEO

Julie-Anne Lewis

CEO Approval Rating

89/100

2010

Private

Banking, Financial Services and Insurance
Retail & Business BankingAsset & Investment ManagementDiversified Financial Services
61996189 NAICS listing

Est. Annual Revenue
$100K-5.0M
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Est. Employees
25-100
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News

Oct 06, 2014
WEALTH ADVISER
Middleburg Wealth Management: Former Legg Mason director of wealth management joins Middleburg Wealth Management
Oct 06, 2014
GLOBENEWSWIRE
Press Release: Middleburg Wealth Management : Former Legg Mason Director of Wealth Management Joins Middleburg Wealth Management

MWM Competitors

1Spire Investment Partners
2Kcr Wealth Management
3Wade Financial Advisory
4Regent Wealth
5LWM
6Plott and French
7Christopher H Weed
8Hayes & Associates, A/C
9Christian Amsberry
10Clarion Advisors, Inc.
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