Fragasso Wealth Advisors
Firm details
- Headquarters
- Sewickley, Pennsylvania
- CRD number
- 123255
- Registered since
- September 12, 2012
- Website
- www.fragassoadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.67%
- Individuals16.57%
- Charitable Organizations2%
- Pension & Profit Sharing Plans1.52%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fragasso Wealth Advisors is an independent registered investment adviser that provides planning and portfolio management for individuals, families and institutions. The firm is SEC-registered (initial registration 2012) and charges clients both a percentage of assets under management and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fragasso serves a mix of individual & family and institutional clients. The firm has been recognized on Forbes’ RIA lists, appearing in 2022, 2023 and 2024.
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 Equities66%
- Public Funds/Mutual Funds27%
- Other3%
- Investment Grade Corp Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 191Active vs passive
$1.7B in ETFs
52%
$860M
38%
$810M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $337M | 430,546 | 20.15% |
Location
Sewickley, PA
Allegheny
Location
Sewickley, PA
Headquartered in Sewickley, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 2200 Georgetown Dr
- Time zone
- ET (UTC-5)
- Office locations
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