Wealthsights Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 324978
- Website
- wealthsights.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.48%
- Individuals39.52%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthsights Investment Management, LLC is a small, SEC-registered limited liability investment advisory firm that serves individual and family clients. The firm operates on a percentage-of-assets-under-management fee model and provides portfolio management for individuals and small businesses. Ownership is held by an individual and the adviser is not positioned as a capital allocator, pension consultant, related adviser, or multi-state adviser. Wealthsights does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds42%
- Exchange Traded Equities41%
- Cash & Cash Equivalents17%
- US Government Bonds2%
Owners & executives
1 of 1
Gregory Andrews
Principal and Chief Executive OfficerCRD 4200058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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