Overture Wealth Management

RIAState Registered
Total AUM
$13.9M
Discretionary
$13.9M
100% of AUM
Avg account
$185K
Accounts
75
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
333613
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

FINTRX

Overview

Overture Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients through fixed-fee advisory relationships. Core service lines reported on the ADV are financial planning, portfolio management for individuals and small businesses, and the preparation or distribution of periodic written commentary or newsletters. The firm identifies itself as an active ESG investor. It is not structured as a multi-state adviser, pension consultant, capital allocator, or related adviser, and it lists an accounting affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Cash & Cash Equivalents 13%, Exchange Traded Equities 2%, US Government Bonds 1%84%
  • Public Funds/Mutual Funds84%
  • Cash & Cash Equivalents13%
  • Exchange Traded Equities2%
  • US Government Bonds1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth