Fawley Wealth International

RIASEC Registered
Total AUM
$15M
Discretionary
$15M
100% of AUM
Avg account
$652K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
330139
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI94.67%
  • Individuals5.33%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fawley Wealth International is a small, independent RIA organized as a limited liability company that acts as a capital allocator for individual and family clients. The firm focuses on fee-based advisory work, providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its investment posture is concentrated: the firm places almost all client capital into privately managed vehicles rather than broad public-market strategies, and it uses external managers rather than running large in‑house strategies. The firm charges a percentage-of-assets fee and operates on a discretionary basis for the assets it manages. Fawley Wealth International is not positioned as an ESG-focused adviser and does not identify as a multi‑state adviser. Given its service list and small client base, the firm appears to act more as an allocator and portfolio conductor—sourcing private funds and mutual funds and overseeing those allocations on behalf of a compact group of clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 99%, Cash & Cash Equivalents 1%99%
  • Private Funds99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Miles Sharpe

    Miles Sharpe

    Managing PartnerCRD 7773484

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth