Organic Wealth, LLC

RIASEC Registered

Total AUM

$6.5M

Discretionary

$6.5M

100% of AUM

Avg account

$114K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Worthington, Ohio
CRD number: 331383
Website: www.organicwealthplan.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.5%
Individuals31.5%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Organic Wealth, LLC is an independent registered investment adviser organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm provides advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting services, manager selection, and educational seminars or workshops. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm does not list itself as an active ESG investor and operates under a single-state registration profile per its filing.