Fire Wealth Management, LLC
Firm details
- Headquarters
- Mayfield, Kentucky
- CRD number
- 327958
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.18%
- Individuals24.51%
- Corporations / Businesses1.25%
- Charitable Organizations1.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Fire Wealth Management, LLC is an independently owned RIA organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and publishes investor periodicals; it also acts as a salesperson for other financial products. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm is not identified as a capital allocator or an active ESG investor.
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
- Exchange Traded Equities90%
- Investment Grade Corp Bonds8%
- Private Funds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Michelle Neiswender
Partner, Financial PlannerCRD 5570900
Jonathan Shedd
Financial ParaplannerCRD 8287659
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mayfield, KY
Graves
Location
Mayfield, KY
Headquartered in Mayfield, KY, anchoring the Paducah-Mayfield, KY-IL metro in the South.
- Metro area
- Paducah-Mayfield, KY-IL
- Region
- South
- County
- Graves
- Address
- 328 A S 6th St
- Time zone
- CT (UTC-6)
- Office locations
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