44 Wealth Management LLC

RIASEC RegisteredEst. 2020

Total AUM

$487M

Discretionary

$487M

100% of AUM

Avg account

$414K

Accounts

1,176

Employees

Advisory reps

Firm details

Headquarters: Eugene, Oregon
CRD number: 309647
Registered since: July 15, 2020
Website: 44wealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Commissions
Client types: HNWI77%
Corporations / Businesses9.25%
Charitable Organizations6.22%
Pension & Profit Sharing Plans3.59%
Individuals3.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

44 Wealth Management LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2020. Structured as an LLC, the firm serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers; the firm also operates as an insurance broker. The firm charges fees based on a percentage of assets under management and also generates revenue from commissions. It identifies itself as a capital allocator and is not an active ESG investor. Its custodian relationships and advisory model suggest a bias toward managed equity exposures supplemented by outside manager allocations.