B.E.S.T. Wealth Management LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 160920
- Website
- bestwealth.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.27%
- Individuals41.29%
- Pension & Profit Sharing Plans6.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
B.E.S.T. Wealth Management LLC is an independent, owner-operated RIA organized as an LLC that serves both individual/family and institutional clients. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm charges clients through a mix of AUM-based fees, hourly rates, and fixed fees. The adviser does not self-identify as an active ESG investor and is not flagged as a multi-state or related adviser in the filing.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Daniel Berg
Tax SpecialistCRD 5437291
Brad Tinnon
FounderCRD 5050450
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 10880 Baur Blvd
- Time zone
- CT (UTC-6)
- Office locations
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