Ninja Wealth Advisors, LLC
RIAState Registered
Total AUM
$7.7M
Discretionary
$7.7M
100% of AUM
Avg account
$157K
Accounts
49
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331447
- Website
- www.ninjawealth.io
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.92%
- Individuals19.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ninja Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with a focus on financial planning and discretionary portfolio management for individuals and small businesses. Compensation is flexible: percentage of AUM, hourly charges, and fixed fees are all used. The firm does not position itself as a capital allocator, is not identified as an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds66%
- Cash & Cash Equivalents19%
- Exchange Traded Equities15%
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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