BDB Wealth Advisors LLC
RIAState Registered
Total AUM
$1.2M
Discretionary
$1.2M
98% of AUM
Avg account
$49.5K
Accounts
25
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 336541
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
BDB Wealth Advisors LLC is an independent, individually owned registered investment adviser focused on serving individuals and families. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, and offers pension consulting. Its client billing mixes percentage-of-assets fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.
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 Equities58%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents3%
- Other2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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