Woven Prosperity
RIASEC Registered
Total AUM
$7.2M
Discretionary
$7.2M
100% of AUM
Avg account
$129K
Accounts
56
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 168232
- Website
- wovenprosperity.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals65.49%
- HNWI34.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Woven Prosperity is a sole-proprietor independent registered investment adviser serving individual and family clients. The firm provides financial planning and portfolio management specifically for individuals and small businesses. Its fee schedule combines a percentage-of-AUM billing with the option for hourly charges. The adviser identifies as an active ESG investor, and it does not position itself as a capital allocator or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents7%
Contacts
1 of 1
Nathan Eddinger
Founder and PrincipalCRD 5876082
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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