Cultivate Financial Wellness, LLC
Firm details
- Headquarters
- ,
- CRD number
- 308633
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.4%
- Individuals41.44%
- Pension & Profit Sharing Plans4.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cultivate Financial Wellness, LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm serves both individual and family clients as well as some institutional relationships, and its advisory work centers on financial planning, portfolio management for individuals and small businesses, pension consulting services, and client education through seminars and workshops. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm lists an affiliation with an insurance company and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
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 Funds82%
- Cash & Cash Equivalents14%
- US Government Bonds3%
- Exchange Traded Equities2%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Julie Quick
Founder & Financial PlannerCRD 4399536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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