W3 Wealth Advisors, LLC
Firm details
- Headquarters
- Akron, Ohio
- CRD number
- 129549
- Website
- w3wealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
W3 Wealth Advisors, LLC is an Ohio-based limited liability company that functions as a capital allocator and advisory firm. The firm provides financial planning and the selection of other advisers, and it lists an accountant among its industry affiliations. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is organized as a domestic entity and is not characterized under a specific industry classification in the available data.
Assets & Accounts
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
Owners & executives
1 of 1
Frank Bevilacqua
President, CEOCRD 4784575
Contacts
3 of 9
Laura Moss
Financial AdvisorCRD 5120817
Andrew Lamb
Financial AdvisorCRD 6084439
Shelby Morgan
PrincipalCRD 1584936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Akron, OH
Summit
Location
Akron, OH
Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 301 Springside Dr
- Time zone
- ET (UTC-5)
- Office locations
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