Tableaux Wealth

RIASEC RegisteredEst. 2024
Total AUM
$230M
Discretionary
$204M
89% of AUM
Avg account
$372K
Accounts
617
Employees
7
Advisory reps
5

Firm details

Headquarters
Great Barrington, Massachusetts
CRD number
319355
Registered since
October 23, 2024
Website
www.tableauxwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI71.03%
  • Individuals28.93%
  • Charitable Organizations0.04%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Tableaux Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. Ownership is held by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes an asset-based fee with hourly and fixed-fee engagements. Tableaux identifies as a non-ESG investor and is not classified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 5%, US Government Bonds 1%, Private Funds 1%73%
  • Exchange Traded Equities73%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%
  • Private Funds1%

Contacts

3 of 5
  • Luke Delorme

    Luke Delorme

    Director of Financial PlanningCRD 6628294

  • Gary Martinelli

    Gary Martinelli

    Senior Portfolio ManagerCRD 4753417

  • Joseph Polidoro

    Financial AdvisorCRD 7340028

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Great Barrington, MA

Berkshire

Location

Great Barrington, MA

Headquartered in Great Barrington, MA, in the Northeast of the United States.

Region
Northeast
County
Berkshire
Address
80 Maple Ave
Time zone
ET (UTC-5)
Office locations

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