Openhanded Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 330399
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals87.06%
- HNWI12.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Openhanded Wealth LLC is a small, independent registered investment advisor organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its client-fee options include asset-based fees, hourly charges, and fixed-fee engagements. The firm also engages in other financial product sales. Filings indicate it is not an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator.
Assets & Accounts
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 Funds91%
- Cash & Cash Equivalents8%
- Exchange Traded Equities1%
Contacts
1 of 1
Nicholas Garofalo
FounderCRD 7884666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations