Akamai Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 322422
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Pension & Profit Sharing Plans70.59%
- Individuals29.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Akamai Wealth Management, LLC operates as a limited liability company focused on providing financial planning and portfolio management services. The firm caters primarily to institutional clients and engages in various business activities, including insurance brokerage and the sale of other financial products. Akamai Wealth Management does not actively pursue ESG investments and does not classify itself as a capital allocator. Their advisory services encompass financial planning, portfolio management for individuals and small businesses, and pension consulting.
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
- US Government Bonds90%
- Exchange Traded Equities9%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Daniel Turner
OwnerCRD 1429124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Fundify Advisors LLC
RIAAustin, TX
Lone Wolf Trading LLC
RIARedesign Wealth Planning
RIAHigh Mountain Financial Planning
RIAJRM Tax & Wealth Management, LLC
RIAC. Michael Amin, LLC
RIABoston, MA