SFR Wealth LLC
Firm details
- Headquarters
- Lower Burrell, Pennsylvania
- CRD number
- 343870
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
SFR Wealth LLC is a Pennsylvania-based limited liability company owned by an individual advisor that provides fee-based planning and discretionary portfolio management for individuals and small businesses. Its billing mixes a percentage-of-assets model and flat fees. The firm lists an affiliation with an insurance company, and its stated services emphasize financial planning and portfolio management rather than institutional consulting or multi-state advisory operations. ESG investing is not identified as an active focus.
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
Location
Lower Burrell, PA
Westmoreland
Location
Lower Burrell, PA
Headquartered in Lower Burrell, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Westmoreland
- Address
- 3058 Leechburg Rd
- Time zone
- ET (UTC-5)
- Office locations
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