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 held LLC that serves individual and family clients with fee-based portfolio management. Its stated advisory services include portfolio management for individuals and small businesses and pension consulting. The firm reports charging a percentage-of-AUM fee and does not identify as an active ESG investor. Regulatory and classification fields in the snapshot are limited; the adviser is not listed as multi-state or newly formed, and it is owned by an individual.
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 1
Bradley 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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