ATWIMA WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- SACRAMENTO, California
- CRD number
- 333085
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Atwima Wealth Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with a fee model that includes assets-under-management fees and fixed fees. Its advisory activity centers on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and does not report multi-state adviser status, pension consulting, or related-adviser affiliations.
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 Equities30%
- Cash & Cash Equivalents30%
- Non-Exchange Traded Equities20%
- Investment Grade Corp Bonds10%
- US Government Bonds5%
Contacts
1 of 1KWADWO OSEI
Founder and CCOCRD 7582436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SACRAMENTO, CA
SACRAMENTO
Location
SACRAMENTO, CA
Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- SACRAMENTO
- Address
- 3400 Cottage Way
- Time zone
- PT (UTC-8)
- Office locations
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