FPG Wealth
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 is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging clients on a percentage-of-assets-under-management basis. FPG Wealth is not positioned as an ESG-focused adviser, does not act as a pension consultant, and reports its registration with the SEC in 2023. Its business model centers on discretionary management for high-net-worth individual and family clients rather than institutional mandates or multi-state advisory platforms.
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
1 of 1
Benjamin Holland
FounderCRD 5591122
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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