Crimson Wealth

RIAState Registered
Total AUM
$10.2M
Discretionary
$9.2M
90% of AUM
Avg account
$364K
Accounts
28
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
334123
Fee structure
Percentage of AUM
Client types
  • HNWI97.74%
  • Individuals2.26%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crimson Wealth is a small, privately held corporate advisory firm oriented to individual and family clients, with an owner who is an individual rather than an institution. The firm provides fee-based portfolio management, charging a percentage of assets under management, and describes its advisory remit as managing portfolios for individuals/small businesses as well as for businesses or institutions. Crimson Wealth is state-registered in Alabama and Texas. It does not identify as an active ESG investor and reports affiliations that include acting as a sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 62%, Exchange Traded Equities 25%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 3%62%
  • Non-Exchange Traded Equities62%
  • Exchange Traded Equities25%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth