Cultivate Wealth LLC
RIAState Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$519K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331851
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI98.25%
- Individuals1.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cultivate Wealth LLC is a Washington state limited liability company that provides financial planning and portfolio management services focused on individuals and small businesses. The firm is owned by an individual and reports an advisory fee model that combines a percentage-of-AUM charge with hourly billing. Its regulatory filing characterizes the adviser as unclassified; the firm does not position itself as a capital allocator and does not identify as an ESG-focused or multi-state adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds77%
- Cash & Cash Equivalents10%
- US Government Bonds7%
- Exchange Traded Equities6%
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