FPG Wealth
RIASEC RegisteredEst. 2023
Total AUM
$25.2M
Discretionary
$25.2M
100% of AUM
Avg account
$1.3M
Accounts
19
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 325539
- Registered since
- April 17, 2023
- Website
- firstprinciples.group
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FPG Wealth LLC is an independent, owner-managed registered investment adviser formed as a limited liability company and registered with the SEC in 2023. The firm focuses on individual and family clients and charges fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. 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 Equities83%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Tammy Lee
Financial AdvisorCRD 4984629
Benjamin Holland
FounderCRD 5591122
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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