Fawley Wealth International
Firm details
- Headquarters
- ,
- CRD number
- 330139
- Website
- www.fawleywealth.com
- 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
FINTRXOverview
Fawley Wealth International is an independent Registered Investment Adviser organized as a limited liability company and state-registered in New York. The firm is individually owned and serves individual and family clients through a percentage-of-assets fee model. Core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers; the firm also identifies itself as a capital allocator. The firm does not position itself as an ESG investor and is not a multi‑state or pension consultant adviser. Its scale and service mix indicate a boutique practice focused on personalized planning and outsourced-manager relationships rather than institutional or large corporate mandates.
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
- Private Funds99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations