Norris Wealth Management, LLC

RIAState Registered

Total AUM

$19M

Discretionary

0% of AUM

Avg account

$560K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 157800
Website: www.norriswealthmanagement.com
Custodians: ASCENSUS TRUST, SEI INVESTMENTS DISTRIBUTION CO., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans60.84%
Individuals24.53%
HNWI10.61%
Corporations / Businesses4.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Norris Wealth Management, LLC operates as an independent registered investment advisor (RIA) focused on providing comprehensive financial planning and portfolio management services. The firm caters to both individual and family clients, as well as institutional clients, emphasizing a personalized approach to wealth management. Their services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not an active ESG investor and does not operate as a multi-state adviser.