FPG Wealth
Firm details
- Headquarters
- ,
- CRD number
- 325539
- Registered since
- April 17, 2023
- Website
- firstprinciples.group
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FPG Wealth is an independent registered investment adviser organized as an LLC and registered in Illinois. The firm focuses on serving individual and family clients — and small-business owner accounts — through fee-based portfolio management and financial planning. Its business model charges a percentage of assets under management and the practice is owned by an individual principal. FPG Wealth does not identify as an ESG investor and does not act as a capital allocator or pension consultant; its advisory scope is centered on retail and family relationships rather than institutional or multi‑state mandates.
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 Equities83%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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