Wealtheq
Firm details
- Headquarters
- Erie, Colorado
- CRD number
- 324498
- Website
- www.wealth-eq.com
- Fee structure
- Fixed Fees
- Client types
- HNWI96.78%
- Insurance Companies3.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wealtheq is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional entities. Its fee model is fixed fees rather than asset-based or commission-driven pricing. The firm reports being an active ESG investor and manages client assets on a discretionary basis.
Assets & Accounts
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 Equities50%
- US Government Bonds20%
- Cash & Cash Equivalents20%
- Non-Exchange Traded Equities10%
Contacts
1 of 1
Michael Corbett
Founder and PrincipalCRD 6703519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Erie, CO
Weld
Location
Erie, CO
Headquartered in Erie, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Weld
- Address
- 1804 Alpine Dr
- Time zone
- MT (UTC-7)
- Office locations
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