Andromeda Wealth LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 343233
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Andromeda Wealth LLC is a Florida-based limited liability company that provides financial planning and discretionary portfolio management aimed at individuals and small businesses. The firm operates under an individual ownership structure and is state-registered in Florida. It bills clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees, and is not positioned as a capital allocator or as an active ESG investor. Service focus is narrow: the adviser lists financial planning services alongside portfolio management for individuals and small businesses. The firm is not a multi-state adviser, is not designated as a pension consultant, and is not recorded as a related adviser to another registered entity.
Assets & Accounts
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
1 of 1Diego Palm Pimentel
Registered Investment AdvisorCRD 8300279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 8211 Nw 68th St
- Time zone
- ET (UTC-5)
- Office locations
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