Talkabouthealth Dba Advizmo
RIASEC Registered
Total AUM
$5K
Discretionary
$5K
100% of AUM
Avg account
$714
Accounts
7
Employees
3
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337485
- Registered since
- July 14, 2025
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Talkabouthealth Dba Advizmo is a small, independent registered investment adviser organized as a corporation and owner-operated. The firm focuses on portfolio management for individuals and small businesses and reported SEC registration in 2025. Its client base is primarily individual and family investors. Compensation is a mix of percentage-of-AUM fees and subscription-based charges. The firm does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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