Launch Wealth Management
RIAState Registered
Total AUM
$5.6M
Discretionary
$5.6M
100% of AUM
Avg account
$256K
Accounts
22
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338414
- Website
- www.launch-wm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.67%
- Individuals23.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Launch Wealth Management is a privately held limited liability company operated by an individual owner that provides financial planning and portfolio management for individuals and small business owners. The firm serves as a capital allocator and employs third-party manager selection alongside in-house advice, charging clients via a combination of percentage-of-AUM fees, hourly billing, and fixed fees. Launch identifies as an active ESG investor and lists an accounting affiliation among its industry relationships.
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 Funds72%
- Non-Exchange Traded Equities21%
- Non-Investment Grade Corp Bonds2%
- Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations