Formynder Wealth Management, LLC
RIASEC Registered
Total AUM
$216K
Discretionary
$216K
100% of AUM
Avg account
$43.2K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335858
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Formynder Wealth Management, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. Its fee model is non-asset-based, relying on hourly and fixed fees rather than percentage-of-assets billing. The firm self-identifies as an active ESG investor and does not position itself as a capital allocator, pension consultant or multi-state advisory network.
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 Equities49%
- Cash & Cash Equivalents30%
- Investment Grade Corp Bonds21%
Contacts
1 of 1
Omen Quelvog
Business OwnerCRD 7852976
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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