Rightwise Wealth
Firm details
- Headquarters
- Las Vegas, Nevada
- CRD number
- 324252
- Website
- www.rightwisewealth.com
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Rightwise Wealth is an independent, privately owned registered investment adviser operating as a corporation that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its compensation model includes both percentage‑of‑assets fees and fixed fees. Rightwise Wealth identifies itself as a capital allocator and does not position as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Contacts
3 of 4
Robert Pick
Investment Adviser RepresentativeCRD 5360457
Hannah Farrow
Financial AdvisorCRD 7969879
Katharine Zafiris
Financial AdvisorCRD 8001102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Las Vegas, NV
Clark
Location
Las Vegas, NV
Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 10845 Griffith Peak Dr
- Time zone
- PT (UTC-8)
- Office locations
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