Melissa Price is not listed as a control person, but directly owns under 5% of MY Wealth Management.
MY Wealth Management is an investment adviser based in Germantown, MD, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $156 million, as filed on 2 July 2026. Its fees, ownership and offices are on the firm’s profile.
Melissa Price is Office Manager & CCO of MY Wealth Management, based in Germantown, Maryland. Price has been a team member since 2004 and maintains daily operations and supports staff and clients, with over two decades of financial services experience.
- CRD
- 4813731
- Firm
- MY Wealth Management · CRD 168566
- Role
- Chief Compliance Officer
- In role since
- September 2024 · 2 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Germantown, MD
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- my-wealthmanagement.com
Where does Melissa Price work?
Melissa Price has been Chief Compliance Officer of My Wealth Management, Inc. since September 2024.
How can I verify Melissa Price’s record?
Melissa Price’s role is listed on My Wealth Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 168566.