JUST WEALTH LLC
Firm details
- Headquarters
- PITTSFIELD, Massachusetts
- CRD number
- 324593
- Website
- www.justwealthplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.16%
- Charitable Organizations13.22%
- Individuals12.63%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Just Wealth LLC is an independent registered investment adviser organized as an LLC that serves both individual and family clients as well as institutional relationships. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its compensation model combines a percentage-of-assets fee with the option for hourly billing. Just Wealth reports being an active ESG investor and is owned by an individual; it does not position itself as a capital allocator.
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 Funds85%
- Exchange Traded Equities11%
- Investment Grade Corp Bonds4%
Contacts
1 of 1Phuong Luong
FounderCRD 6815665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PITTSFIELD, MA
BERKSHIRE
Location
PITTSFIELD, MA
Headquartered in PITTSFIELD, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- BERKSHIRE
- Address
- 82 Wendell Ave
- Time zone
- ET (UTC-5)
- Office locations
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