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 an independent, person-owned RIA registered in California that provides fee-based portfolio management for individual and family clients and small businesses. The firm charges a percentage of assets under management and focuses on discretionary portfolio management rather than pension consulting or institutional mandates. Its filing flags standard advisory activity for private clients and indicates it is not oriented toward ESG investing, multi-state advising, or related-adviser structures.
Assets & Accounts
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
- Public Funds/Mutual Funds42%
- Exchange Traded Equities41%
- Cash & Cash Equivalents17%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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