Openhanded Wealth LLC
RIASEC Registered
Total AUM
$854K
Discretionary
$854K
100% of AUM
Avg account
$20.3K
Accounts
42
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330399
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals87.06%
- HNWI12.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Openhanded Wealth LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging fees through a mix of asset-based fees, hourly billing, and fixed-fee engagements. Openhanded does not position itself as a capital allocator, is not active in ESG investing, and operates as a single-state adviser rather than a multi-state or pension consultant entity.
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 Funds91%
- Cash & Cash Equivalents8%
- Exchange Traded Equities1%
Contacts
1 of 1
Nicholas Garofalo
FounderCRD 7884666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations