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 advisory firm that acts as a capital allocator for both individual/family and institutional clients. The firm uses a mix of percentage-of-AUM and fixed-fee billing and provides a range of advisory services: financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, selection of other advisers, pension consulting, and educational workshops. The firm identifies as an active ESG investor and is organized as a corporation owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Shane Christiansen
CEO & Wealth AdvisorCRD 3002444
Connie Christiansen
Chief Compliance OfficerCRD 6215721
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
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