Merrithew & Thorsten, Inc.
Firm details
- Headquarters
- San Diego, California
- CRD number
- 133563
- Registered since
- May 24, 2021
- Website
- fee-only-planner.com
- Custodians
- ALTRUIST FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI80.71%
- Individuals19.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Merrithew & Thorsten, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by individuals. The firm focuses on individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. The adviser does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant; it does not act as a capital allocator.
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
- Exchange Traded Equities75%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Brandon Thorsten
CEOCRD 2731216
Contacts
1 of 1
Leslie Merrithew
Registered Investment AdvisorCRD 4889902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$66.6M in ETFs
100%
$66.4M
<1%
$133K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $29.3M | 42,728 | 44.08% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 9820 Willow Creek Rd
- Time zone
- PT (UTC-8)
- Office locations
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