Real Agency Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 337219
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.57%
- Individuals21.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Real Agency Wealth LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor, indicating environmental, social, or governance considerations play a role in its selection and oversight of investments.
Assets & Accounts
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 Funds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Britton Wellington
Founder & CCOCRD 7007568
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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