Firethorn Wealth Partners, LLC
Firm details
- Headquarters
- Augusta, Georgia
- CRD number
- 297634
- Registered since
- July 26, 2018
- Website
- www.firethornwp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.78%
- Pension & Profit Sharing Plans24.9%
- Individuals10.4%
- Corporations / Businesses2.89%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Firethorn Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm describes itself as a capital allocator serving both individuals/families and institutional clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of sub-advisers. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. Firethorn does not list 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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities18%
- Private Funds17%
- Cash & Cash Equivalents3%
- Other2%
Contacts
3 of 7
Katherine Brabenec
Director of MarketingCRD 7972519
Melinda Mcree
Director of OperationsCRD 2924945
Kenneth Simpson
Client OperationsCRD 8222849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 127Active vs passive
$262M in ETFs
39%
$103M
47%
$159M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $30.5M | 604,676 | 11.65% |
Location
Augusta, GA
Richmond
Location
Augusta, GA
Headquartered in Augusta, GA, in the South of the United States.
- Region
- South
- County
- Richmond
- Address
- 2550 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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