FARRAUTO WEALTH MANAGEMENT, INC
Firm details
- Headquarters
- New York, New York
- CRD number
- 129684
- Website
- www.farrautowealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Other
- Client types
- HNWI96.94%
- Individuals3.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Farrauto Wealth Management, Inc. is an independent registered investment adviser that serves individual and family clients. The firm combines financial planning and portfolio management with educational outreach — publishing periodicals and running seminars — and also acts as an insurance broker and financial product salesperson. Its fee structure is flexible and layered, including percentage-of-AUM billing alongside hourly, subscription, fixed-fee and commission components, which allows it to tailor pricing to different client needs. Investment behavior is equity-centric. The firm favors exchange-traded instruments as the primary building block of client portfolios and maintains a clear preference for equities. At the same time, Farrauto Wealth Management supplements public-market exposure with third‑party alternative managers and insurance products to address income, diversification and liability-matching objectives. Services listed on the firm’s materials emphasize individualized portfolio management for both individuals and small businesses, financial planning and occasional pension-consulting work.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities72%
- US Government Bonds24%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1GREGG FARRAUTO
Founder & CEOCRD 1894541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1 Liberty Plz
- Time zone
- ET (UTC-5)
- Office locations
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