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, corporate-structured registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, acting explicitly as a capital allocator. Its fee models include asset-based percentage fees and fixed-fee arrangements. Advisory services span comprehensive financial planning, portfolio management for individuals and small businesses, institutional and business portfolio management, pension consulting, manager selection and educational seminars. The firm identifies itself as an active ESG investor, and it offers pension consulting services that imply work with retirement-plan sponsors and related institutional mandates.
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 2CONNIE CHRISTIANSEN
Chief Compliance OfficerCRD 6215721
SHANE CHRISTIANSEN
CEO & Wealth AdvisorCRD 3002444
Contacts
2 of 2ELIJAH 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 88Active vs passive
$162M in ETFs
47%
$75.8M
47%
$85.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST BUYWRITE INCOME ETF (FTHI) | First Trust | Active | Derivative Income | $9.7M | 401,866 | 5.97% |
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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