MVRK FINANCIAL CONSULTANTS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
BRADENTON, Florida
CRD number
337225
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Mvrk Financial Consultants, LLC is organized as a limited liability company that identifies itself as a capital allocator and an adviser that selects other managers rather than operating primarily as a traditional discretionary portfolio manager. FINTRX records classify the firm as unclassified and list its advisory activity as "Selection Of Other Advisers." The firm reports fee arrangements that include hourly charges, fixed fees, and other non-standard pricing, which is consistent with a consulting or manager‑selection model. FINTRX notes that Mvrk is not flagged as an active ESG investor, is not a multi‑state adviser, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

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

Owners & executives

1 of 1
  • Josiah Sears

    Founder and CEOCRD 7309300

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BRADENTON, FL

MANATEE

Location

BRADENTON, FL

Headquartered in BRADENTON, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
MANATEE
Address
6400 Manatee Ave W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth