Reconstructing Wealth
Firm details
- Headquarters
- ,
- CRD number
- 328284
- Website
- reconstructingwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals50.29%
- HNWI49.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Reconstructing Wealth is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses. Its billing combines a percentage-of-AUM fee model with hourly charges for advice. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or operate as a related adviser to another firm. Capital allocation services are not a stated part of the business.
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Money Manager Inc.
RIAWoodward Caire Advisors, LLC
RIAMagister Wealth
RIAMcclure Capital Advisors, Inc.
RIAFrisco, TX
Hygge Advisors, LLC
RIASt Petersburg, FL
Martone Capital Management, Inc.
RIATarrytown, NY