Wealthera Financial Planning
RIAState Registered
Total AUM
$6.7M
Discretionary
$6.7M
100% of AUM
Avg account
$192K
Accounts
35
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334521
- Website
- www.wealtheraplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.04%
- Individuals38.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthera Financial Planning is a Florida-based independent RIA organized as an LLC and owned by an individual principal. The firm serves individual and family clients with financial planning and portfolio management services for individuals and small businesses. Its fees include asset-based charges, hourly fees, and fixed-fee engagements. The firm identifies as an active ESG investor and reports a preference for equity allocations. It does not act as a capital allocator.
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 Equities83%
- Public Funds/Mutual Funds16%
- Non-Exchange Traded Equities1%
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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