FWI Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 168903
- Website
- www.fwiwealth.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.91%
- Individuals3.09%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
FWI Wealth Management LLC is an independent, individually owned registered investment adviser that focuses on serving individual and family clients. Its advisory model combines fee-based portfolio management and financial planning with educational seminars and workshops. The firm charges either a percentage of assets under management or fixed fees for its services. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator; the firm’s SEC registration year was not provided in the source data.
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 Funds74%
- Cash & Cash Equivalents11%
- Exchange Traded Equities9%
- State & Local Bonds4%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
David Clarken
Managing MemberCRD 4075006
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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