Presidio Wealth Management
Firm details
- Headquarters
- Midvale, Utah
- CRD number
- 333404
- Registered since
- November 13, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.83%
- Individuals43.1%
- Pension & Profit Sharing Plans0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Presidio Wealth Management is an independent, SEC-registered registered investment adviser that began filings in 2024 and is owned by an individual. The firm serves both individual and family clients as well as institutional and pension clients, offering financial planning, portfolio management for individuals and businesses, pension consulting, manager selection, and educational workshops. Presidio operates as a capital allocator and deploys both in-house management and third-party managers; its fee arrangements include a percentage of assets under management and fixed fees. The firm also identifies as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds55%
- Exchange Traded Equities41%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Connie Christiansen
Chief Compliance OfficerCRD 6215721
Shane Christiansen
CEO & Wealth AdvisorCRD 3002444
Contacts
2 of 2
Elijah Christensen
Wealth AdvisorCRD 5466872
Chad Anderson
Director of Retirement Plan ServicesCRD 3180213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$170M in ETFs
47%
$79.5M
46%
$90M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST BUYWRITE INCOME ETF (FTHI) | First Trust | Active | Derivative Income | $10.1M | 422,859 | 5.98% |
Location
Midvale, UT
Salt Lake
Location
Midvale, UT
Headquartered in Midvale, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 6967 S Riv Gate Dr
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
E6 Portfolios
RIAMidvale, UT
Everspire
RIAMidvale, UT
North Capital
RIAMidvale, UT
Physician Wealth Advisors, Inc.
RIAMidvale, UT
Alpha Wealth Funds, LLC
RIAPark City, UT
Refined Wealth Management
RIASalt Lake City , UT