21:5 Advisors, LLC
Firm details
- Headquarters
- Peoria, Arizona
- CRD number
- 333198
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI87.43%
- Individuals12.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
21:5 Advisors, LLC is an independent, individual-owned registered investment adviser that focuses on wealth management for individual and family clients. Its core services are financial planning and discretionary portfolio management for individuals and small businesses. Compensation is flexible and includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, reflecting a hybrid billing model rather than a single-fee approach. The firm is not positioned as a multi-state or ESG-focused adviser and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Joel Beyer
FounderCRD 2515319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Peoria, AZ
Maricopa
Location
Peoria, AZ
Headquartered in Peoria, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 16165 N 83rd Ave
- Time zone
- MT (UTC-7)
- Office locations
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