Company Information

Get to know The Wealth Doc

The Wealth Doc, Inc. is a U.S. Registered Investment Adviser (RIA) founded by Bryan Duggan, CFP®. The firm's mission is to offer integrated and holistic wealth management solutions tailored specifically to the complex financial needs of medical professionals and high-earners. They focus on long-term financial planning, investment management, retirement strategies, tax efficiency, and asset protection, acting as a central point of contact for their clients' financial lives.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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The Wealth Doc

Canada

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.