Wealthadvisor365
RIAState Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$333K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328400
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90%
- Individuals10%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wealthadvisor365 is a Florida-registered advisory firm organized as a corporation and owned by an individual. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements, allowing flexibility for different client engagement types. The firm lists an accountant among its industry affiliations.
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 Equities80%
- US Government Bonds10%
- State & Local Bonds5%
- Sovereign Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth 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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