F3 Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281633
- Website
- www.f3wm.com
- Custodians
- CHARLES SCHWAB & CO., INC., MILLENNIUM TRUST CO., LLC, AXOS CLEARING LLC, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.62%
- Individuals39.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
F3 Wealth Management, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a limited liability company and is primarily owned by an individual. With a client base that includes individuals and families, F3 Wealth Management employs a fee structure based on a percentage of assets under management. The firm also engages in insurance brokerage activities, further diversifying its service offerings. While it does not actively pursue ESG investments, it maintains a commitment to traditional investment strategies.
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
- Non-Exchange Traded Equities95%
- Other5%
Owners & executives
1 of 1
Colby Van Sickler
Founder and CEOCRD 4370695
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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