REAL WEALTH ADVISORS LLC
Firm details
- Headquarters
- BROOKFIELD, Wisconsin
- CRD number
- 318143
- Website
- realwealthadvisors.com
- Fee structure
- Fixed Fees, Other
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JOHN SANDERS
PresidentCRD 8192287
DONALD MATHIAS
FounderCRD 5756340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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