Your Wealth Financial Solutions, LLC
Firm details
- Headquarters
- ,
- CRD number
- 331533
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals89.28%
- HNWI10.72%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Your Wealth Financial Solutions, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. According to regulatory disclosures, the adviser does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a pension consultant or related adviser or capital allocator.
Assets & Accounts
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 Funds97%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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