Tetra Wealth Management

Overview

Tetra Wealth Management is a small, independent RIA organized as an LLC and run by an individual owner. The firm concentrates on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fees are a mix of percentage-of-AUM and fixed-fee arrangements. Tetra is not positioned as a capital allocator, does not market itself as an ESG investor, and is not registered as a multi-state adviser. The firm also conducts other financial product sales and maintains professional relationships with accountants, an insurance company, and a real estate broker that appear to support its client referrals and service ecosystem.

Assets & Accounts

Public Holdings

Investments & Alternatives