Providers & Families Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 318230
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
- Client types
- Individuals60.82%
- HNWI39.18%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Providers & Families Wealth Management is an independent, individually owned RIA organized as an LLC that serves individual and family clients. The firm functions as a capital allocator and combines portfolio management and financial planning for individuals and small businesses with services such as advisor selection and educational workshops. Its business activities also include insurance brokerage and the sale of other financial products. Compensation methods are varied and include a percentage-of-AUM fee, hourly billing, subscription and fixed fees, and other arrangements.
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
- Non-Exchange Traded Equities59%
- Exchange Traded Equities39%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Lindsey Ciarrocca
PartnerCRD 6597887
Scot Whiskeyman
PartnerCRD 5905974
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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