30,000 Ft Wealth Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Jeffrey Manzella
PresidentCRD 5643276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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