Fire Wealth Management, LLC

RIASEC Registered
Total AUM
$54.2M
Discretionary
$54.2M
100% of AUM
Avg account
$228K
Accounts
238
Employees
2
Advisory reps
2

Firm details

Headquarters
Mayfield, Kentucky
CRD number
327958
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI71.64%
  • Individuals25.98%
  • Corporations / Businesses1.26%
  • Charitable Organizations1.12%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Fire Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the publication of periodicals or newsletters. Business activities list the firm as an “other financial product salesperson.” Fire Wealth charges fees based on a percentage of assets under management and also uses fixed fees for some engagements. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 84%, Cash & Cash Equivalents 14%, Public Funds/Mutual Funds 1%, Private Funds 1%84%
  • Exchange Traded Equities84%
  • Cash & Cash Equivalents14%
  • Public Funds/Mutual Funds1%
  • Private Funds1%

Contacts

2 of 2
  • Jonathan Shedd

    Financial ParaplannerCRD 8287659

  • Michelle Neiswender

    Michelle Neiswender

    ​Partner, Financial PlannerCRD 5570900

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth