Finance Wisdom
Firm details
- Headquarters
- ,
- CRD number
- 325643
- Website
- www.financewisdom.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals66.23%
- HNWI33.77%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Finance Wisdom is an independent, individual-owned RIA organized as an LLC that focuses on serving individual and family clients. The firm combines portfolio management and financial planning with insurance brokerage services, and it also acts as a capital allocator and a selector of outside advisers for clients who need access to third‑party managers. Its advisory fees are a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor.
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 Equities99%
- Non-Exchange Traded Equities1%
Contacts
3 of 3
Hayden Peterson
Financial AdvisorCRD 6349781
Andrew Melendrez
PartnerCRD 7716888
Jeffrey Mermilliod
FounderCRD 6696531
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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