Overture Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 333613
- Website
- overturewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI76.87%
- Individuals23.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Overture Wealth Management operates as an independent, owner-managed LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and publishes periodicals or newsletters. It charges clients on a fixed-fee basis rather than a percentage-of-assets or commission model. The firm identifies itself as an active ESG investor, suggesting ESG considerations factor into manager or fund selection. Overture does not position itself as a capital allocator to third-party managers and lists an industry affiliation with an accountant.
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 Funds84%
- Cash & Cash Equivalents13%
- Exchange Traded Equities2%
- US Government Bonds1%
Contacts
1 of 1
Sean Dwyer
FounderCRD 4749853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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