Norris Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 157800
- Custodians
- ASCENSUS TRUST, SEI INVESTMENTS DISTRIBUTION CO., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans60.84%
- Individuals24.53%
- HNWI10.61%
- Corporations / Businesses4.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Norris Wealth Management, LLC operates as an independent registered investment advisor (RIA) focused on providing comprehensive financial planning and portfolio management services. The firm caters to both individual and family clients, as well as institutional clients, emphasizing a personalized approach to wealth management. Their services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not an active ESG investor and does not operate as a multi-state adviser.
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 Funds67%
- Investment Grade Corp Bonds15%
- US Government Bonds10%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Alan Norris
Founder and OwnerCRD 1786901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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