Open Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 312743
- Website
- www.openwealth.us
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Open Wealth Management LLC is a small, individually owned limited liability company that provides fee-based portfolio management to individuals, families and small businesses. The firm bills clients as a percentage of assets under management and focuses on discretionary portfolio oversight rather than pension consulting or multi-state institutional work. It does not position itself as an ESG investor and is not identified as a capital allocator or related adviser to other firms. Investment activity centers on liquid public-market exposures with a stated preference for equities. The adviser uses third-party mutual funds and external alternative managers for selected real estate exposure rather than building in-house private investments. The setup and scale indicate a boutique practice managing a compact book of household clients.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities68%
- Public Funds/Mutual Funds32%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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