30-40 Wealth Partners

RIASEC & State Registered

Total AUM

$107M

Discretionary

$107M

100% of AUM

Avg account

$620K

Accounts

172

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 311073
Registered since: October 6, 2026
Website: www.3040wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI80.52%
Individuals10.57%
Corporations / Businesses8.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

30-40 Wealth Partners is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves individual and family clients and functions as a capital allocator, meaning it both constructs portfolios and allocates capital to third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements combine percentage‑of‑AUM billing with fixed fees. The firm does not identify as an active ESG investor.