Boutique Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 317050
- Custodians
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals56.52%
- HNWI43.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Boutique Wealth Advisors LLC is an independent, individual‑owned RIA organized as an LLC that focuses on private client work. The firm serves individual and family relationships, offering financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. It also operates as an insurance broker and lists an affiliation with an insurance company. Fees are charged as a percentage of assets under management and via fixed fees. The adviser does not position itself as a multi‑state or pension consultant, is not identified as a capital allocator, and does not describe active ESG investing on its profile.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents13%
- Exchange Traded Equities4%
- US Government Bonds1%
Owners & executives
1 of 1
Caleb Lopez
Chief Investment OfficerCRD 7290226
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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