180 WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2017

Total AUM

$1.4B

Discretionary

$1.3B

98% of AUM

Avg account

$391K

Accounts

3,480

Employees

Advisory reps

Firm details

Headquarters: FEDERAL WAY, Washington
CRD number: 284921
Registered since: April 7, 2017
Website: www.180wealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.95%
Individuals35.53%
Pension & Profit Sharing Plans5.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

180 Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and in operation since 2017. The firm is owned by an individual and positions itself as a capital allocator that serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. The firm charges a mix of fee types—percentage of assets under management, hourly fees, and fixed fees—depending on client engagement. 180 Wealth Advisors does not identify as an active ESG investor and is not classified as a multi-state adviser in the available filings. Public-equity exposure is a stated preference in its asset mix.