Launch Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 338414
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.67%
- Individuals23.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Launch Wealth Management is structured as a limited liability company and appears to be an independently owned advisory practice with an individual owner. The firm positions itself as a fee-based adviser that combines percentage-of-AUM billing with the option for hourly and fixed-fee engagements. Its advisory scope centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection or oversight of third‑party managers. The firm identifies as a capital allocator and reports being an active ESG investor. It is not registered as a multi-state adviser and is not newly formed.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds72%
- Non-Exchange Traded Equities21%
- Non-Investment Grade Corp Bonds2%
- Exchange Traded Equities1%
- US Government Bonds1%
Contacts
1 of 1
Joseph Thompson
Founder and CCOCRD 6419307
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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