Launch Wealth Management

RIASEC Registered
Total AUM
$5.6M
Discretionary
$5.6M
100% of AUM
Avg account
$256K
Accounts
22
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Non-Exchange Traded Equities 21%, Non-Investment Grade Corp Bonds 2%, Exchange Traded Equities 1%, US Government Bonds 1%72%
  • 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

    Joseph Thompson

    Founder and CCOCRD 6419307

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth