Rawlings Wealth Management

RIASEC Registered
Total AUM
$17.5M
Discretionary
$15.4M
88% of AUM
Avg account
$216K
Accounts
81
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
171087
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals55.28%
  • HNWI44.72%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 3%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Bradford Boisvert

    Bradford Boisvert

    CEO & FounderCRD 4677941

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth