REAL WEALTH ADVISORS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
2

Firm details

Headquarters
BROOKFIELD, Wisconsin
CRD number
318143
Fee structure
Fixed Fees, Other
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Real Wealth Advisors LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and combines advisory work with insurance brokerage. Its advisory menu emphasizes financial planning and educational seminars or workshops rather than institutional or pension consulting. Fee arrangements include fixed fees alongside other unspecified fee types. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JOHN SANDERS

    PresidentCRD 8192287

  • DONALD MATHIAS

    FounderCRD 5756340

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BROOKFIELD, WI

WAUKESHA

Location

BROOKFIELD, WI

Headquartered in BROOKFIELD, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
WAUKESHA
Address
300 N Executive Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth