55 Wealth
Firm details
- Headquarters
- Haubstadt, Indiana
- CRD number
- 340170
- Website
- www.go55wealth.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
55 Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides fee-based portfolio management for individuals and small businesses and charges a percentage-of-AUM advisory fee. It is state-registered in Illinois and Indiana and lists an industry affiliation with an insurance company. The firm does not identify itself as an active ESG investor and is not described as serving as a 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
Contacts
2 of 2
Matthew Monroe
Managing PrincipalCRD 6754578
Rachel Sterchi
Client Relationship ManagerCRD 7585681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Haubstadt, IN
Gibson
Location
Haubstadt, IN
Headquartered in Haubstadt, IN, in the Midwest of the United States.
- Region
- Midwest
- County
- Gibson
- Address
- 203 W State Route 68
- Time zone
- ET (UTC-5)
- Office locations
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