Defining Wealth
Firm details
- Headquarters
- ,
- CRD number
- 328930
- Website
- definingwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC, SEI INVESTMENTS DISTRIBUTION CO., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals49.21%
- HNWI48.24%
- Pension & Profit Sharing Plans2.55%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Defining Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides fee-based wealth management and financial planning services to individuals, families and some institutional clients. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and selection of other advisers, and it describes itself as a capital allocator. Compensation methods include a percentage-of-AUM fee schedule as well as hourly and fixed-fee arrangements. The snapshot indicates the firm does not self-identify as an active ESG investor. The firm lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities93%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Andrew Charbonneau
President, CEOCRD 5739614
Contacts
3 of 7
Jacob Gardner
Co-FounderCRD 6714759
Kyle Kuyat
Co-FounderCRD 6336414
Tyler Baskin
Associate AdvisorCRD 7471466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations