Fire Wealth Management, LLC

RIASEC Registered
Total AUM
$57.5M
Discretionary
$57.5M
100% of AUM
Avg account
$234K
Accounts
246
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
  • HNWI73.18%
  • Individuals24.51%
  • Corporations / Businesses1.25%
  • Charitable Organizations1.06%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Investment Grade Corp Bonds 8%, Private Funds 1%, Cash & Cash Equivalents 1%90%
  • Exchange Traded Equities90%
  • Investment Grade Corp Bonds8%
  • Private Funds1%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Michelle Neiswender

    Michelle Neiswender

    ​Partner, Financial PlannerCRD 5570900

  • Jonathan Shedd

    Financial ParaplannerCRD 8287659

Wealth teams

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Newly hired reps

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Recent M&A activity

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth