Firstfruits Wealth Management

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Richmond, Virginia
CRD number
341241
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Firstfruits Wealth Management is organized as a limited liability company under individual ownership and positions itself as a small advisory practice focused on retail clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include both a percentage-of-assets-under-management component and fixed fees. Available records do not identify the firm as an active ESG investor, a multistate adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Josiah Martin

    Josiah Martin

    Founder and Wealth AdvisorCRD 7989951

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Richmond, VA

Henrico

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Henrico
Address
2809 Emerywood Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth