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
- HNWI71.64%
- Individuals25.98%
- Corporations / Businesses1.26%
- Charitable Organizations1.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
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
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 Equities84%
- Cash & Cash Equivalents14%
- Public Funds/Mutual Funds1%
- Private Funds1%
Contacts
2 of 2Jonathan Shedd
Financial ParaplannerCRD 8287659

Michelle Neiswender
Partner, Financial PlannerCRD 5570900
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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