White Wealth Managers, LLC

RIASEC Registered
Total AUM
$8.5M
Discretionary
$8.5M
100% of AUM
Avg account
$388K
Accounts
22
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
153967
Custodians
P.O. BOX 358230
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

White Wealth Managers, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself as a capital allocator and does not engage in pension consulting or have affiliations with other advisory firms. Its client base consists of individuals and families, and it operates on a fee structure based on a percentage of assets under management. The firm is not an active investor in ESG initiatives and does not have a multi-state advisory presence.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Owners & executives

1 of 1
  • Michael White

    Chief Compliance OfficerCRD 5095731

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth