Destefano Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 316484
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.31%
- Individuals4.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Destefano Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individuals and families, offering financial planning and portfolio management for individual clients and small businesses. Its fee arrangements include a percentage-of-AUM component and the option for fixed fees. The adviser does not identify as an active ESG investor, is not structured as a capital allocator, and is not designated as a multi-state adviser.
Assets & Accounts
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 Funds93%
- Exchange Traded Equities6%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Christopher Destefano
Lead AdvisorCRD 4735348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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