HEALTHY WEALTH
Firm details
- Headquarters
- ,
- CRD number
- 330789
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI73.46%
- Individuals26.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Healthy Wealth is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm positions itself around financial planning and portfolio management for individuals and small businesses, charging clients via hourly fees and fixed-fee arrangements rather than percent-of-assets billing. Healthy Wealth is owner-operated (individual owner), does not report multi-state adviser status, and is not flagged as an active ESG investor or a capital allocator.
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
- Public Funds/Mutual Funds76%
- Investment Grade Corp Bonds18%
- Private Funds4%
- Cash & Cash Equivalents2%
Contacts
1 of 1Rebecca Noss
FounderCRD 7854593
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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