FFP WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- COON RAPIDS, Minnesota
- CRD number
- 300253
- Registered since
- February 21, 2019
- Website
- www.ffpwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.36%
- Individuals30.9%
- Charitable Organizations0.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FFP Wealth Management, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2019 under individual ownership. The firm provides financial planning and portfolio management for individuals, families and small-business clients and also works with some institutional relationships. Its billing model includes advisory fees tied to assets under management and the option of hourly and fixed-fee engagements. FFP does not identify itself as an active ESG investor and is not listed as a multi‑state or pension consultant adviser.
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
- Public Funds/Mutual Funds60%
- Derivatives33%
- Exchange Traded Equities6%
- Other1%
Contacts
3 of 4Nathan Bartell
ParaplannerCRD 8264333
TIFFANY BRYNTESON-JOHNSON
PRINCIPAL & WEALTH ADVISORCRD 6269285
Carter Colemer
Financial ParaplannerCRD 8015677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COON RAPIDS, MN
ANOKA
Location
COON RAPIDS, MN
Headquartered in COON RAPIDS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- ANOKA
- Address
- 11375 Robinson Dr NW
- Time zone
- CT (UTC-6)
- Office locations
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