Obsidian Wisdom
Firm details
- Headquarters
- ,
- CRD number
- 310666
- Website
- obsidianwisdom.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Obsidian Wisdom operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm focuses on providing a range of financial services, including financial planning, portfolio management for individuals and small businesses, and selection of other advisers. While the firm does not actively engage in ESG investing, it caters primarily to individual and family clients, utilizing a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees.
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
- Private Funds39%
- US Government Bonds25%
- Cash & Cash Equivalents20%
- State & Local Bonds10%
- Non-Investment Grade Corp Bonds5%
Contacts
1 of 1
Undre Griggs
President, CCOCRD 7057566
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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