Conviction Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 332751
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.08%
- Individuals15.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Conviction Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its billing includes an asset-based fee schedule plus the option for hourly or fixed-fee engagements. The adviser does not identify as an active ESG investor, is not a capital allocator, and is not registered as a multi-state adviser in the supplied data.
Assets & Accounts
Public Holdings
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 Funds63%
- Exchange Traded Equities33%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Brian Heath
Managing Member And Chief Compliance OfficerCRD 6805343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations