Your Wealth Matters LLC

RIAState Registered
Total AUM
$71M
Discretionary
$0
0% of AUM
Avg account
$259K
Accounts
274
Employees
4
Advisory reps
4

Firm details

Headquarters
Saint Louis, Missouri
CRD number
281134
Website
www.wealth-matters.co.uk
Custodians
AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI54.4%
  • Individuals45.6%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Your Wealth Matters LLC is an independent, individual-owned registered advisory firm that operates alongside law firm and insurance-company affiliations. The firm focuses on advising individual and family clients through financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. It bills clients on a percentage-of-AUM basis and identifies itself as a capital allocator, using third-party managers where appropriate. The business model reflects a hybrid professional-services stance: advisory work sits alongside law-related activities and insurance connections.

Assets & Accounts

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: Public Funds/Mutual Funds 92%, Cash & Cash Equivalents 4%, Exchange Traded Equities 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%92%
  • Public Funds/Mutual Funds92%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities2%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Logan Eckhardt

    Logan Eckhardt

    Marketing CoordinatorCRD 6865557

Contacts

3 of 3

  • Jacquelynn Capriano

    Attorney & PartnerCRD 6617969

  • Paul Gantner

    Paul Gantner

    OwnerCRD 6618006

  • Christopher Sandifer

    Investment Advisor RepresentativeCRD 7015736

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
10733 Sunset Office Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Baldwin Wealth Management, LLC

RIA

Saint Louis, MO

AUM $71.3MTEAM 1REPS 1

Breiter Wealth Management, LLC

RIA

Saint Louis, MO

AUM $72.3MTEAM 3REPS 4

Smart Steps Wealth Management LLC

RIA

Saint Louis, MO

AUM $81.5MTEAM 1REPS 1

The Private Family Advisors, LLC

RIA

Saint Louis, MO

AUM $82.4MTEAM 2REPS 2

B.E.S.T. Wealth Management LLC

RIA

Saint Louis, MO

AUM $58.4MTEAM 2REPS 2

MRM Group

RIA

Saint Louis, MO

AUM $56.1MTEAM 3REPS 1
More RIAs in Saint Louis →All Missouri RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth