Fawley Wealth International
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
FINTRXOverview
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
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%
Contacts
1 of 1
Miles Sharpe
Managing PartnerCRD 7773484
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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