Open Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 312743
- Website
- www.openwealth.us
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Open Wealth Management LLC operates as an independent Registered Investment Advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes a personalized approach to wealth management, catering primarily to individual and family clients. Their fee structure is based on a percentage of assets under management, aligning their interests with those of their clients. Open Wealth Management LLC does not engage in ESG investing and is not classified as a multi-state adviser.
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
- Exchange Traded Equities68%
- Public Funds/Mutual Funds32%
Owners & executives
1 of 1
Jose Manstretta Cardozo
Chief Investment OfficerCRD 7419894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
ESI Advisors
RIAPonce, PR
Seneca Wealth Advisors, LLC
RIAWestport, CT
Capital Advice, LLC
RIALarsen Financial Management
RIASan Antonio, TX
Full Bloom Financial
RIANorthville, MI