6|21 Private Wealth

RIASEC Registered
Total AUM
$12.1M
Discretionary
$12.1M
100% of AUM
Avg account
$195K
Accounts
62
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
335433
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI63.66%
  • Individuals22.86%
  • Pension & Profit Sharing Plans13.48%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

6|21 Private Wealth is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates as a capital allocator, steering client capital into both traditional pooled vehicles and a heavy allocation to private funds. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational workshops, indicating a hybrid advice model that blends fiduciary planning with outsourced manager selection. Investment preferences skew toward private and illiquid strategies. Private funds make up the bulk of managed assets, reflecting a deliberate tilt away from purely liquid, public-market exposures. The firm does not position itself as an active ESG investor and is not documented as a multistate adviser or pension consultant. Fee arrangements combine a percentage of assets under management with the option for fixed fees depending on client engagement.

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

Asset composition

Asset composition: Private Funds 75%, US Government Bonds 13%, Cash & Cash Equivalents 9%, Investment Grade Corp Bonds 2%, Exchange Traded Equities 1%75%
  • Private Funds75%
  • US Government Bonds13%
  • Cash & Cash Equivalents9%
  • Investment Grade Corp Bonds2%
  • Exchange Traded Equities1%

Contacts

2 of 2
  • Nicholas Gelso

    Nicholas Gelso

    Managing Partner and FounderCRD 7161064

  • James Rayroux

    James Rayroux

    OwnerCRD 4904019

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth