Wealth 73, LLC
RIASEC Registered
Total AUM
$25.8M
Discretionary
$25.8M
100% of AUM
Avg account
$287K
Accounts
90
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 316611
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.38%
- Individuals37.62%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth 73, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements include both a percentage-of-AUM schedule and fixed fees. Wealth 73 identifies as a capital allocator and does not position itself as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Michael Macke
OwnerCRD 4178383
Wealth 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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