Intuitive Wealth Management, LLC
RIASEC Registered
Total AUM
$45.2M
Discretionary
$43.9M
97% of AUM
Avg account
$295K
Accounts
153
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 298098
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.68%
- Individuals28.32%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Intuitive Wealth Management, LLC is a small, privately owned limited liability company that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm also operates as an insurance broker and markets annuity products alongside advisory services. It charges a percentage-of-AUM fee model and does not present itself as a capital allocator or multi-state adviser. Intuitive Wealth Management is not identified as an active ESG investor.
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
- US Government Bonds46%
- Exchange Traded Equities19%
- Cash & Cash Equivalents16%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Robert Mesch
FounderCRD 1569759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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