WEALTH WARDEN PARTNERS
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 337835
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.06%
- Individuals11.94%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wealth Warden Partners is structured as a limited liability company that provides advisory services to individual and family clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management both for individuals/small businesses and for businesses or institutions. It identifies an individual as the owner, is not set up as a multi-state adviser, and does not position itself as an active ESG investor, pension consultant, capital allocator, or a related adviser.
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
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1PEDRO DO NASCIMENTO TONIETTO
Chief Executive OfficerCRD 7217284
Contacts
2 of 2Nam Nguyen
Quantitative AnalystCRD 8197035
Taidje DeVore
CRD 8222163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TAMPA, FL
HILLSBOROUGH
Location
TAMPA, FL
Headquartered in TAMPA, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 663 N Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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