6|21 Private Wealth
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds75%
- US Government Bonds13%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds2%
- Exchange Traded Equities1%
Contacts
2 of 2
Nicholas Gelso
Managing Partner and FounderCRD 7161064

James Rayroux
OwnerCRD 4904019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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