Cultivating Wealth
Firm details
- Headquarters
- ,
- CRD number
- 282447
- Registered since
- February 9, 2016
- Website
- www.cultivatingwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.3%
- Individuals28.7%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cultivating Wealth LLC is an independent registered investment adviser that has been SEC-registered since 2016. Structured as a limited liability company and owned by an individual, the firm focuses on serving individual and family clients. Its advisory lineup emphasizes financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm charges a mix of percentage-of-AUM fees along with hourly and fixed-fee engagements. Cultivating Wealth is not identified as an active ESG investor in its profile.
Assets & Accounts
Public Holdings
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 Funds89%
- Cash & Cash Equivalents5%
- Exchange Traded Equities4%
- Other2%
Contacts
3 of 4
Caroline Young
Associate, Financial AdvisorCRD 7811953
Hana Walton
ParaplannerCRD 8053402
Lauren Sylvan
Senior Financial AdvisorCRD 6974615
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$131M in ETFs
97%
$127M
0%
$4.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ESG US STOCK ETF (ESGV) | Vanguard | Passive | Large Blend | $59.2M | 527,621 | 45.15% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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