Firstfruits Wealth Management
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 341241
- Website
- www.firstfruitswealth.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Josiah Martin
Founder and Wealth AdvisorCRD 7989951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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