Trammell Wealth
RIAState Registered
Total AUM
$478K
Discretionary
$478K
100% of AUM
Avg account
$43.5K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336817
- Website
- www.trammellwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Trammell Wealth is an independent, Florida-registered LLC that advises individual and family clients. The firm’s advisory offering centers on financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible, including a percentage-of-AUM option plus hourly and fixed-fee engagements. The firm reports active consideration of ESG factors in its investment approach and does not describe itself as a multi-state or capital-allocating 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 Equities77%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
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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