Insurance & Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 301528
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Insurance & Wealth Advisors, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). With a client base that includes individuals and families, the firm emphasizes personalized investment strategies tailored to meet the specific needs of its clients. It does not actively engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
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
- Other100%
Contacts
1 of 1Dennis Johnson
President & OwnerCRD 2370640
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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