44 Wealth Management LLC
Firm details
- Headquarters
- Eugene, Oregon
- CRD number
- 309647
- Registered since
- July 15, 2020
- Website
- 44wealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI77%
- Corporations / Businesses9.25%
- Charitable Organizations6.22%
- Pension & Profit Sharing Plans3.59%
- Individuals3.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
44 Wealth Management LLC is an independent, owner-operated RIA that registered with the SEC in 2020. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and selection of other advisers. The firm also operates as an insurance broker and charges clients via a mix of percentage-of-AUM fees and commissions. ESG investing is not identified as an active focus.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities67%
- Public Funds/Mutual Funds14%
- Private Funds10%
- US Government Bonds6%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$14.6M in ETFs
34%
$5M
64%
$9.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $3.9M | 10,675 | 26.89% |
Location
Eugene, OR
Lane
Location
Eugene, OR
Headquartered in Eugene, OR, in the West of the United States.
- Region
- West
- County
- Lane
- Address
- 2350 Oakmont Way
- Time zone
- PT (UTC-8)
- Office locations
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