Devens Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 338031
- Website
- devenswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.14%
- Individuals42.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Devens Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management and focusing on financial planning and portfolio management for individuals and small businesses. Its operating model is advisory-only rather than functioning as a capital allocator or pension consultant. The firm does not self-identify as an active ESG investor and is not classified as a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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