Von Reckers Wealth Management, Corp.
RIAState Registered
Total AUM
$26.1M
Discretionary
$24M
92% of AUM
Avg account
$278K
Accounts
94
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 312790
- Website
- vrwm1.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Von Reckers Wealth Management, Corp. is an independent registered investment advisor (RIA) that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management (AUM) and fixed fees. It caters primarily to individual and family clients, emphasizing personalized financial strategies tailored to their unique needs.
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
- Cash & Cash Equivalents65%
- Exchange Traded Equities25%
- Public Funds/Mutual Funds5%
- Other5%
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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