30-40 Wealth Partners
Firm details
- Headquarters
- ,
- CRD number
- 311073
- Website
- www.3040wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.86%
- Corporations / Businesses16.03%
- Individuals14.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
30-40 Wealth Partners is an independent RIA that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm acts as a capital allocator, directing client capital into both public and private strategies and selecting third‑party advisers when specialized management is needed. Its investment approach is centered on public funds and mutual funds as the primary portfolio building blocks, supplemented by allocations to external alternative managers for diversification and return enhancement. Fee arrangements include percentage of AUM and fixed fees. The firm does not identify as an active ESG investor.
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 Funds76%
- US Government Bonds11%
- Exchange Traded Equities10%
- Derivatives1%
- Private Funds1%
Contacts
1 of 1
Kristopher Barney
FounderCRD 5385959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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