Boutique Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 317050
- Website
- boutique-wealth-advisors.com
- 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 registered investment adviser organized as an LLC and controlled by an individual owner. The firm focuses on serving individual and family clients and combines fee-for-service wealth management with insurance brokerage activity. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Fees are charged as a percentage of assets under management and through fixed-fee arrangements. Available filings indicate the firm does not identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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