Therawealth, LLC

RIASEC Registered
Total AUM
$8.3M
Discretionary
$0
0% of AUM
Avg account
$198K
Accounts
42
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
337978
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals60.19%
  • HNWI39.81%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Therawealth, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm services individual and family clients and combines advisory work—financial planning and portfolio management for individuals and small businesses—with insurance brokerage activities. Its fee arrangements include both a percentage-of-assets model and fixed fees. Therawealth does not present itself as a multi-state or pension consultant adviser, and it is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 17%, Investment Grade Corp Bonds 8%, State & Local Bonds 6%, Cash & Cash Equivalents 3%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities17%
  • Investment Grade Corp Bonds8%
  • State & Local Bonds6%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Michael Kremer

    Michael Kremer

    Chief Compliance OfficerCRD 5494537

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth