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 LLC that registered with the SEC in 2023 and operates as a capital allocator for both individual/family and institutional clients. The firm offers financial planning and portfolio management across individual, small business, and institutional relationships, and provides pension consulting, adviser selection, and educational workshops. Fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm is not positioned as an ESG investor and maintains an industry affiliation with an insurance company.
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 Equities70%
- Public Funds/Mutual Funds20%
- US Government Bonds7%
- Cash & Cash Equivalents2%
- Private Funds1%
Contacts
3 of 6TRAVIS RAISH
Portfolio ManagerCRD 2368679
Andrew Lightle
Investment Adviser RepresentativeCRD 6943892
Mason Ware
Financial PlannerCRD 7999434
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$52.6M in ETFs
84%
$44.2M
15%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $10.4M | 113,166 | 19.71% |
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
Similar firms
MRP CAPITAL INVESTMENTS, LLC
RIAALPHARETTA, GA
DANER WEALTH MANAGEMENT, LLC
RIAALPHARETTA, GA
INCOMPASS FINANCIAL PARTNERS, LLC
RIAALPHARETTA, GA
PHORCYS CAPITAL PARTNERS, LLC
RIAALPHARETTA, GA
ELM3 FINANCIAL GROUP, LLC
RIAALPHARETTA, GA
EXIT WEALTH ADVISORS
RIAALPHARETTA, GA