Tinderwealth
Firm details
- Headquarters
- ,
- CRD number
- 323931
- Registered since
- December 22, 2022
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tinderwealth is an SEC-registered limited liability company that provides fee-based financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-other-advisers services. The firm describes itself as a capital allocator and reports an active stance on ESG, suggesting environmental, social, and governance considerations are integrated into its investment decision-making. Its fee model combines a percentage-of-AUM component with subscription fees and performance-based fees, which is consistent with a mix of managed accounts and access to manager-sponsored vehicles that carry incentive compensation. Tinderwealth’s operating profile points to a boutique allocator: modest total assets under management, concentrated account relationships, and a practice that blends direct equity exposure with access to third‑party alternative managers. The firm is organized domestically and has been SEC-registered since 2022. It is not a multi‑state adviser and does not act as a pension consultant or related adviser.
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
1 of 1Patrick Beaudan
Founder & CEOCRD 4313406
Contacts
1 of 1Mari Kawawa
TrusteeCRD 2658118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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