180 Wealth Advisors, LLC
Firm details
- Headquarters
- Federal Way, Washington
- CRD number
- 284921
- Registered since
- April 7, 2017
- Website
- www.180wealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.95%
- Individuals35.53%
- Pension & Profit Sharing Plans5.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
180 Wealth Advisors, LLC is an independent RIA organized as an LLC and controlled by an individual owner. The firm is SEC-registered (registration year 2017) and positions itself as a capital allocator for both high-net-worth individuals and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Fee arrangements are flexible, encompassing percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm reports it is not an active ESG investor.
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents10%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 142Active vs passive
$292M in ETFs
79%
$231M
14%
$60.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI GLOBAL SILVER AND METALS MINERS ETF (SLVP) | BlackRock | Passive | Equity Precious Metals | $18.4M | 527,352 | 6.32% |
Location
Federal Way, WA
King
Location
Federal Way, WA
Headquartered in Federal Way, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 32125 32nd Ave S
- Time zone
- PT (UTC-8)
- Office locations
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