Main Street Wealth Management, LLC
RIASEC Registered
Total AUM
$13.5M
Discretionary
$13.5M
100% of AUM
Avg account
$225K
Accounts
60
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 301185
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Main Street Wealth Management, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily to individuals and families. The firm emphasizes a personalized approach to wealth management, tailoring its services to meet the unique needs of its clients. The firm does not engage in capital allocation or act as a pension consultant, which allows it to concentrate on its core advisory activities without the complexities associated with those roles.
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%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
Contacts
1 of 1
Robert Just
OwnerCRD 1834237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations