FIRE WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$54.2M

Discretionary

$54.2M

100% of AUM

Avg account

$228K

Accounts

238

Employees

Advisory reps

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, individually owned registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional relationships, and charges clients either a percentage of assets under management or fixed fees. Advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the publication of periodicals or newsletters. The firm also engages in other financial product sales activities. The firm is not identified as an active ESG investor and does not report multi-state adviser status.