Ember Wealth Concepts & Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 337478
- Website
- www.emberwealthcfp.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50%
- Individuals50%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ember Wealth Concepts & Financial Planning is an independent, individual-owned RIA organized as an LLC that serves primarily individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its fee options include asset-based fees, hourly charges, and fixed fees. Ember does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm lists an affiliation with an insurance company, which aligns with its use of insurance products in client solutions.
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 Equities70%
- Non-Exchange Traded Equities22%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1
Andrew Ulibarri
CEO and CCOCRD 5827074
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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