Rawlings Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 171087
- Website
- www.rawlingswm.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals55.28%
- HNWI44.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rawlings Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, charging fees based on a percentage of assets under management. Its advisory focus is financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not serve as a pension consultant or related adviser.
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 Funds97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Bradford Boisvert
CEO & FounderCRD 4677941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sentient Financial, LLC
RIALaguna Niguel, CA
Aspen Financial, Inc.
RIASophos Wealth Management
RIALegacy Global Management, L.L.C.
RIAFlattery Wealth Management LLC
RIANorth Kansas City, MO