Aperture Financial

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Wildwood, Missouri
CRD number
329481
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Aperture Financial is organized as a limited liability company domiciled in Missouri and owned by an individual principal. The firm focuses on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges and fixed fees, indicating flexibility to serve both ongoing advisory relationships and project-based planning engagements. The firm’s profile in the source data does not identify a specific client demographic or industry niche beyond individual and small-business clients. It is not flagged as a capital allocator, multi-state adviser, pension consultant, related adviser, or an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Devon Flushing

    Devon Flushing

    FounderCRD 6134963

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wildwood, MO

Saint Louis

Location

Wildwood, MO

Headquartered in Wildwood, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
1339 Shepard Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth