MP
Martha S. Pope
WELLFULL
Harleysville, PA 19438
Some features on this profile are disabled
CRD#: 7091907
MP
Professional summary
Martha Suzanne Pope is a registered financial advisor currently at WELLFULL located in Harleysville, Pennsylvania.
Martha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Martha has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Martha Suzanne Pope's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 6, 2022 - Present
WELLFULL
Office #1: 272 Ruth Road, Harleysville, PA 19438RIA
CRD#: 288705
Harleysville, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WE
WELLFULL
BERNARDO WEALTH PLANNING, LLC | WELLFULL | CAPITAL WEALTH INVESTMENTS
CRD#: 288705 / SEC#: 801-110661
RIA
Registered Investment Advisory firm - (6/29/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(5/6/2022)
Exams
Current Firm
WE
WELLFULL
BERNARDO WEALTH PLANNING, LLC | WELLFULL | CAPITAL WEALTH INVESTMENTS
CRD#: 288705 / SEC#: 801-110661
RIA
Registered Investment Advisory firm - (6/29/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
272 Ruth Road, Harleysville, PA 19438
Mailing Address
Phone number
(267) 500-1080
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,370 |
| AUM (Assets Under Management) | $ 755,902,348 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
