FPG Wealth

RIAState Registered
Total AUM
$25.2M
Discretionary
$25.2M
100% of AUM
Avg account
$1.3M
Accounts
19
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
325539
Registered since
April 17, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 1%83%
  • Exchange Traded Equities83%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents1%

Owners & executives

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Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth