Conviction Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 332751
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.08%
- Individuals15.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Conviction Wealth Management LLC is an independently owned limited liability company that provides advisory services to individuals and families. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fees are a mix of percentage-of-AUM, hourly charges and fixed-fee engagements. The adviser is state-registered in New Jersey and Texas and is privately owned by an individual principal. The firm does not describe itself as an active ESG investor and is not structured as a capital allocator to third-party managers.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities33%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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Location
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Headquartered in , null.
- Office locations