3I WEALTH MANAGEMENT LLC

RIASEC Registered

Total AUM

$28.4M

Discretionary

$28.3M

100% of AUM

Avg account

$281K

Accounts

101

Employees

Advisory reps

Firm details

Headquarters: FAIRFIELD, New Jersey
CRD number: 310590
Website: www.3iwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals50.64%
HNWI47.95%
Corporations / Businesses1.42%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

3i Wealth Management LLC is a small, independent registered investment adviser owned by an individual. The firm combines accounting-related activities with advisory work, offering financial planning and discretionary portfolio management targeted at individuals, families and smaller businesses; the firm also lists institutional clients. Its fee mix includes both percentage-of-AUM and fixed-fee arrangements. 3i Wealth identifies as not being a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. The advisory focus is practical and client-facing: financial planning and portfolio management for individuals and small businesses. The firm is not positioned as a manager of third-party or direct alternative investment programs based on the available disclosures.