LTC Wealth Management, LLC
RIAState Registered
Total AUM
$3.1M
Discretionary
$0
0% of AUM
Avg account
$182K
Accounts
17
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 290672
- Website
- ltcwealthmanagement.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
LTC Wealth Management, LLC is an Arizona-registered limited liability company that provides fee-based portfolio management services to individuals and families. The firm is owned by an individual and charges clients a percentage of assets under management. Core advisory activities include portfolio management for individuals and small businesses along with educational seminars and workshops. The firm has an industry affiliation with an insurance company and uses insurance-related products as part of its toolkit.
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 Funds98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth 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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