ALTERNATIVE WEALTH PARTNERS, LLC
Firm details
- Headquarters
- FLOWER MOUND, Texas
- CRD number
- 328301
Firm profile
FINTRXOverview
Alternative Wealth Partners, LLC is a limited liability company that operates within the financial services sector. The firm focuses on investment activities and manager allocations, although specific details regarding its investment preferences and client base are not disclosed. It does not classify itself as a capital allocator or a pension consultant, and it is not actively engaged in environmental, social, and governance (ESG) investing. The firm is not newly formed and does not operate as a multi-state adviser.
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
Contacts
1 of 1KELLY WINGET
FounderCRD 7824605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FLOWER MOUND, TX
DENTON
Location
FLOWER MOUND, TX
Headquartered in FLOWER MOUND, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DENTON
- Address
- 2201 Spinks Rd
- Time zone
- CT (UTC-6)
- Office locations
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