Northmont Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 165687
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.6%
- Individuals17.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Northmont Wealth Management LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Northmont does not identify as an active ESG investor, and it is not positioned as a capital allocator or pension consultant. Industry affiliations indicate the firm can act in roles such as other investment adviser, sponsor, general partner, and managing member of pooled investment vehicles, which suggests occasional engagement in pooled or sponsor-managed structures in addition to its client advisory work.
Assets & Accounts
Public Holdings
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 Equities52%
- Cash & Cash Equivalents24%
- Public Funds/Mutual Funds18%
- US Government Bonds6%
Owners & executives
1 of 1
Joseph Padellaro
Chief Investment Officer and Chief Compliance OfficerCRD 6207850
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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