Wealth Being Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 333094
- Custodians
- APEX CLEARING CORPORATION, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.94%
- Individuals37.06%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Being Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model is flexible, combining a percentage-of-AUM component with options for hourly and fixed fees. Wealth Being Advisors identifies as an active ESG investor and describes itself as a capital allocator, directing client capital to third-party managers in addition to managing public securities internally.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities51%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations