Adventure Wealth Advisors
Firm details
- Headquarters
- ,
- CRD number
- 307039
- Website
- adventurewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Adventure Wealth Advisors is an independent, individually owned registered investment adviser organized as an LLC that serves high-net-worth individuals and families. The firm operates as a capital allocator: it builds and manages portfolios for individuals and small businesses, provides financial planning, offers selection of outside advisers, and runs educational seminars and workshops. Its fee model blends a percentage-of-assets-under-management with hourly and fixed-fee engagements. Adventure Wealth Advisors does not position itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Daniel Meyers
CEOCRD 7216680
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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