Weybosset Research & Management, LLC

RIASEC Registered
Total AUM
$341M
Discretionary
$341M
100% of AUM
Avg account
$1.5M
Accounts
225
Employees
3
Advisory reps
4

Firm details

Headquarters
Providence, Rhode Island
CRD number
108047
Registered since
May 26, 2000
Website
weybosset.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI80.01%
  • Individuals17.59%
  • Charitable Organizations2.39%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Weybosset Research & Management, LLC is an independent, individually owned RIA that provides portfolio management for individuals and small businesses. The firm is registered with the SEC and first registered in 2000. Its client base is primarily individual and family investors, and its fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. The firm reports it is not an active ESG investor and does not identify as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Public Funds/Mutual Funds 1%93%
  • Exchange Traded Equities93%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • Public Funds/Mutual Funds1%

Owners & executives

1 of 1
  • Jeannine Galvin

    Jeannine Galvin

    Chief Operating OfficerCRD 2491310

Contacts

3 of 3
  • Justin Deutsch

    Justin Deutsch

    Partner, Portfolio ManagerCRD 4079675

  • Fla Lewis

    Fla Lewis

    Vice PresidentCRD 727990

  • Fla Lewis

    PrincipalCRD 4341398

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$460K in ETFs

Passive

100%

$460K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$460K603100.00%

Location

Primary office

Providence, RI

Providence

Location

Providence, RI

Headquartered in Providence, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Providence
Address
50 S Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth