30,000 Ft Wealth Management

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
1

Firm details

Headquarters
Sterling Heights, Michigan
CRD number
340646
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

30,000 Ft Wealth Management is organized as a limited liability company and is individually owned. The firm provides fee-based advisory services, combining percentage-of-AUM billing with fixed-fee arrangements. Its stated advisory activities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. FINTRX flags the firm as unclassified and does not list an SEC registration year; it is not identified as a multi-state adviser and is not marked as a newly formed adviser. The record indicates the firm does not position itself as an ESG-focused manager and is not classified as a capital allocator that deploys external manager or fund commitments. While pension consulting is listed among services offered, the data also notes the firm is not designated as a pension consultant under that specific regulatory label.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jeffrey Manzella

    Jeffrey Manzella

    PresidentCRD 5643276

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sterling Heights, MI

Macomb

Location

Sterling Heights, MI

Headquartered in Sterling Heights, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Macomb
Address
35655 Mound Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth