APPALOOSA WEALTH MANAGEMENT LLC

RIASEC Registered

Total AUM

$88.6M

Discretionary

$84.3M

95% of AUM

Avg account

$430K

Accounts

206

Employees

Advisory reps

Firm details

Headquarters: INDEPENDENCE, Ohio
CRD number: 169935
Website: www.appaloosawm.com
Custodians: CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.79%
Individuals42.21%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Appaloosa Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm functions as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage of AUM as well as hourly and fixed-fee engagements. Appaloosa does not identify as an active ESG investor, is not a multi-state adviser, and does not advertise pension consulting or related-adviser services.