WELLMENT FINANCIAL
Firm details
- Headquarters
- ELMHURST, Illinois
- CRD number
- 166746
- Registered since
- September 7, 2021
- Website
- fsrwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.4%
- Individuals43.6%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wellment Financial is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It operates as a capital allocator and bills clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Wellment is not categorized as an active ESG investor and is not identified as a pension consultant or related adviser. Industry relationships include affiliations with an accountant and an insurance company.
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities45%
- Cash & Cash Equivalents4%
Contacts
3 of 11MICHAEL LEIGH
Investment Advisor RepresentativeCRD 7170046
BRYAN STIGER
Insurance AgentCRD 4718285
Stephen Francis
Client Services RepresentativeCRD 7613098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$76.1M in ETFs
1%
$761K
69%
$75.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALLIANZIM US EQUITY BUFFER15 UNCAPPED DEC ETF (DECU) | $10.1M | 380,467 | 13.29% |
Location
ELMHURST, IL
DU PAGE
Location
ELMHURST, IL
Headquartered in ELMHURST, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 444 N York St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
GRAYBILL WEALTH MANAGEMENT, LTD.
RIAELMHURST, IL
TILDEN LOUCKS & WOODNORTH LLC
RIAELMHURST, IL
SAWYER FALDUTO ASSET MANAGEMENT, LLC
RIAELMHURST, IL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
RIAELMHURST, IL
MONERE WEALTH MANAGEMENT, INC.
RIASCHAUMBURG, IL
TILIA HOLDINGS, LLC
RIACHICAGO, IL