N10° Wealth

RIASEC Registered

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
Website: www.n10wealth.com
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 limited liability advisory firm registered with the SEC in 2026. The firm serves both individual/family and institutional clients and operates as a capital allocator that constructs and oversees portfolios across multiple client types. Its advisory scope includes financial planning, portfolio management for individuals, small businesses, pooled investment vehicles, and institutions, plus pension consulting and the selection of third‑party advisers. Fee arrangements are flexible and include asset‑based fees, hourly and fixed fees, and the capability to charge performance‑based fees for certain strategies or pooled vehicles. N10° Wealth identifies as an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment decision process.