Tekton Wealth Advisors
Firm details
- Headquarters
- Lowell, Arkansas
- CRD number
- 333039
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Tekton Wealth Advisors is organized as a limited liability company owned by an individual. The firm positions itself as a capital allocator and provides a mix of advisory and insurance services. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Compensation options listed include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Tekton does not identify as an active ESG investor and is not flagged as a multi-state adviser.
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
Contacts
1 of 1
Darren Vilardo
Retirement Planning ExpertCRD 1996281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lowell, AR
Benton
Location
Lowell, AR
Headquartered in Lowell, AR, in the South of the United States.
- Region
- South
- County
- Benton
- Address
- 213 W Monroe Ave
- Time zone
- CT (UTC-6)
- Office locations
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