Maria Isabel Bolanos wong
Investment adviser representative at Manchester Capital Management LLC
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Manchester Capital Management LLCJun 2021 to now
- Transparent.lyOct 2020 to Jun 2021
- Nomura SecuritiesJun 2019 to Aug 2019
- University of VirginiaAug 2016 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Manchester Capital Management LLC
$2.8BAssets managed
234Clients
12Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7537920
- Firm CRD
- 110003