FAMILY WEALTH MANAGEMENT
Firm details
- Headquarters
- ELKO, Minnesota
- CRD number
- 329463
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.81%
- Individuals12.19%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Family Wealth Management is a small, privately owned LLC serving individuals and families. The firm charges fees as a percentage of assets under management and combines portfolio management for individuals and small businesses with pension consulting services. It also operates as an insurance broker, which suggests it may incorporate insurance-based solutions alongside traditional investment management. The adviser is not identified as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
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
- Non-Exchange Traded Equities90%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Contacts
1 of 1Bradley Schmitz
OwnerCRD 5484843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ELKO, MN
SCOTT
Location
ELKO, MN
Headquartered in ELKO, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- SCOTT
- Address
- 5352 E 280th St
- Time zone
- CT (UTC-6)
- Office locations
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