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, individual-owned LLC that serves high-net-worth individuals and families with financial planning and discretionary portfolio management. The firm provides fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its advisory services cover financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm is state-registered across California, Colorado, New Jersey, and Texas and 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Langley Wealth Management
RIAAthens, GA
Allen Investment Management
RIACardinal Wealth Management
RIANaples, FL
Confiance, Financial & Investment Advisors
RIACleveland, OH
Everglades Resources, Inc.
RIACfig Investment Advisory Services, LLC
RIAWestport, CT