Wealth With No Regrets®
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 159201
- Registered since
- June 23, 2023
- Website
- wealthwithnoregrets.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.71%
- Individuals17.09%
- Charitable Organizations11.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth With No Regrets® is an independent, individual-owned limited liability company that operates as a registered investment adviser. The firm registered with the SEC in 2023 and positions itself as both an investment adviser and a capital allocator serving individual, family and institutional clients. Its advisory menu includes financial planning, portfolio management for individuals and businesses, selection of other advisers, pension-related consulting and educational workshops. Fee arrangements combine percentage-of-AUM pricing and fixed fees. The firm reports an affiliation with an insurance company and states it is not an active ESG investor.
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
- Exchange Traded Equities70%
- Public Funds/Mutual Funds20%
- US Government Bonds7%
- Cash & Cash Equivalents2%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$60.4M in ETFs
77%
$46.7M
20%
$13.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $9.3M | 92,709 | 15.47% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 12600 Deerfield Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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