Trust Alliance Wealth Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 318514
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Trust Alliance Wealth Partners LLC is an independent, Kentucky-registered wealth advisory firm organized as a limited liability company and owned by an individual principal. The firm provides fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management and operating a discretionary advisory model. Its investment posture tilts toward equities as the primary portfolio sleeve; ESG investing and multi-state advisory activity are not emphasized in the available profile.
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 Equities79%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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