Living Room Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 116014
- Website
- www.resourcedesign.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.2%
- Individuals8.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Living Room Wealth Management is an independent, individually owned registered investment adviser organized as a corporation that serves individuals and families. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges clients through a mix of AUM-based fees, hourly billing, and fixed fees. It is registered to do business in Arizona, Colorado, Kentucky, Ohio and Texas. The firm does not market itself as an ESG-focused manager and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds65%
- Exchange Traded Equities33%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Matthew Bierwirth
President, CCOCRD 5581949
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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