The Road Ahead Wealth Management LLC
RIAState Registered
Total AUM
$12.9M
Discretionary
$12.9M
100% of AUM
Avg account
$445K
Accounts
29
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327403
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.72%
- Individuals16.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Road Ahead Wealth Management LLC is an independent, owner-managed registered investment adviser operating as an LLC and focused on individual and family clients. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients through a mix of percentage-of-AUM fees, hourly fees and fixed-fee arrangements. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
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 Equities67%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents1%
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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