Defining Wealth
Firm details
- Headquarters
- ,
- CRD number
- 328930
- Website
- definingwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC, SEI INVESTMENTS DISTRIBUTION CO., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals49.21%
- HNWI48.24%
- Pension & Profit Sharing Plans2.55%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Defining Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm operates as a capital allocator and provides advice to both individual/family and institutional clients. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. Fees are charged in a mix of percentage of assets under management, hourly billing, and fixed fees. The firm does not self‑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 Equities93%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Andrew Charbonneau
President, CEOCRD 5739614
Contacts
3 of 5
Kyle Kuyat
Co-FounderCRD 6336414
Jacob Gardner
Co-FounderCRD 6714759
Blake Hummel
Associate AdvisorCRD 8030101
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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