Formynder Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 335858
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Formynder Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners, charging for advice via fixed-fee and hourly arrangements rather than percentage-of-assets fees. Formynder identifies as an active ESG investor and is not structured as a capital allocator or pension consultant. The adviser operates within a single state and is not affiliated with a related adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities49%
- Cash & Cash Equivalents30%
- Investment Grade Corp Bonds21%
Contacts
1 of 1
Omen Quelvog
Business OwnerCRD 7852976
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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