Rincon Wealth Management

RIAState Registered
Total AUM
$62.2M
Discretionary
$62.2M
100% of AUM
Avg account
$202K
Accounts
307
Employees
1
Advisory reps
1

Firm details

Headquarters
Lakeway, Texas
CRD number
311430
Custodians
CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI52.59%
  • Individuals45.07%
  • Charitable Organizations2.35%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Rincon Wealth Management is a limited liability company that serves individual and family clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals/small businesses and for pooled investment vehicles, and the selection of other advisers. It also functions as an insurance broker and is affiliated with broker-dealers and insurance companies; the firm identifies itself as a sponsor, general partner, or managing member of pooled investment vehicles. Its owner structure is individual and its fee arrangements include percentage-of-AUM, fixed fees and other fee structures. The firm does not report an active ESG investing stance.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 22%, Private Funds 18%, Cash & Cash Equivalents 7%, State & Local Bonds 3%, US Government Bonds 2%, Other 2%, Non-Exchange Traded Equities 1%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities22%
  • Private Funds18%
  • Cash & Cash Equivalents7%
  • State & Local Bonds3%

Owners & executives

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Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lakeway, TX

Travis

Location

Lakeway, TX

Headquartered in Lakeway, TX, in the South of the United States.

Region
South
County
Travis
Address
1927 Lohmans Crossing Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth