N10° Wealth

RIASEC RegisteredEst. 2026

Total AUM

$553M

Discretionary

$553M

100% of AUM

Avg account

$1.7M

Accounts

317

Employees

Advisory reps

Firm details

Headquarters: Greenwich, Connecticut
CRD number: 342013
Registered since: June 1, 2026
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI97.92%
Individuals2.04%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

N10° Wealth is an independent registered investment adviser formed as a limited liability company and SEC-registered in 2026. The firm acts as a capital allocator for both individual/family and institutional clients and provides a range of advice and management services: financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, management for businesses or institutions, pension consulting, and selection of other advisers. Its fee arrangements are flexible and include asset‑based fees, hourly and fixed fees, and performance‑based compensation. The firm identifies itself as an active ESG investor and uses third‑party managers as part of its allocation process.