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. The firm serves individual and family clients and organizes its advisory services around financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model mixes AUM-based fees with hourly and fixed-fee engagements. The firm is structured as a limited liability company with individual ownership. Cultivating Wealth does not position itself as a capital allocator and is not identified as an active ESG investor.
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
Lauren Sylvan
Senior Financial AdvisorCRD 6974615
Sara Stanich
FounderCRD 5397545
Caroline Young
Associate, Financial AdvisorCRD 7811953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$207M in ETFs
97%
$201M
1%
$6.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ESG US STOCK ETF (ESGV) | Vanguard | Passive | Large Blend | $75.7M | 558,545 | 36.56% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sunstate Wealth Management LLC
RIACoral Gables, FL
T.M. Wealth Management
RIAReston, VA
Highland Rim Capital, L.P.
RIANashville, TN
Advisory Investor Services LLC
RIAMiami, FL
IMG Wealth Management, Inc.
RIAJacksonville, FL
Hover4pi Capital Management Limited
RIAHong Kong