Fawley Wealth International

RIAState Registered
Total AUM
$15M
Discretionary
$15M
100% of AUM
Avg account
$652K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
330139
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI94.67%
  • Individuals5.33%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fawley Wealth International is an independent Registered Investment Adviser organized as a limited liability company and state-registered in New York. The firm is individually owned and serves individual and family clients through a percentage-of-assets fee model. Core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers; the firm also identifies itself as a capital allocator. The firm does not position itself as an ESG investor and is not a multi‑state or pension consultant adviser. Its scale and service mix indicate a boutique practice focused on personalized planning and outsourced-manager relationships rather than institutional or large corporate mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 99%, Cash & Cash Equivalents 1%99%
  • Private Funds99%
  • Cash & Cash Equivalents1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth