Doncaster Wealth LLC
RIAState Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$313K
Accounts
35
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336225
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.06%
- Individuals15.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Doncaster Wealth LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management tailored to individuals and small businesses. Its pricing mixes AUM-based fees and fixed-fee engagements. Doncaster does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not act as a capital allocator. The firm lists an industry affiliation with an insurance company.
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 Funds98%
- Cash & Cash Equivalents2%
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
Similar firms
Sail Loft Capital Management LLC
RIAAUM $11MTEAM 1REPS 1
Serene Growth Partners LLC
RIAAUM $11MTEAM 1REPS 1
Key Financial Concepts, Inc.
RIAVernon, CT
AUM $11MTEAM 2REPS 1
Wilco Financial, LLC
RIAAUM $11MTEAM 1REPS 1
Popa Financial Services, Inc.
RIABethel Park, PA
AUM $11MTEAM 2REPS 2
Tuliptree Advisors
RIAAUM $11MTEAM 1REPS 1