Financial Wellness Solutions, LLC
Firm details
- Headquarters
- ,
- CRD number
- 170465
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Wellness Solutions, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee menu includes percentage-of-assets, hourly charges, and fixed-fee arrangements. The adviser is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and does not operate as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities63%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents17%
Contacts
1 of 1Charles Crouch
Owner, PresidentCRD 4195049
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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