KARSTENS WEALTH

RIASEC Registered
Total AUM
$2.9M
Discretionary
$2.9M
100% of AUM
Avg account
$220K
Accounts
13
Employees
1
Advisory reps
1

Firm details

Headquarters
OAK BROOK, Illinois
CRD number
321646
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees
Client types
  • HNWI87.41%
  • Individuals12.59%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Karstens Wealth is an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of financial planning services and portfolio management tailored to small businesses. Karstens Wealth operates with a fee structure that includes a percentage of assets under management (AUM), subscription fees, and fixed fees. In addition to investment advisory, the firm also engages in insurance brokerage activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • DENNIS KARSTENS

    Investment Advisor RepresentativeCRD 4369697

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OAK BROOK, IL

DU PAGE

Location

OAK BROOK, IL

Headquartered in OAK BROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
1415 W 22nd St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth