Wenzel Analytics, Inc.
RIASEC Registered
Total AUM
$13.6M
Discretionary
$13.6M
100% of AUM
Avg account
$191K
Accounts
71
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 115499
- Website
- www.wenzelanalytics.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals49.91%
- HNWI43.28%
- Corporations / Businesses6.81%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wenzel Analytics, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily for individuals and families. The firm engages in educational seminars and workshops to enhance client understanding of financial matters. With a client-centric approach, Wenzel Analytics emphasizes personalized service and tailored investment strategies, although it does not actively pursue ESG (Environmental, Social, and Governance) investments.
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 Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Lee (leroy) Wenzel
OwnerCRD 4453061
Wealth 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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