Reach Strategic Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 304155
- Website
- www.reachstrategicwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.84%
- HNWI45.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Reach Strategic Wealth LLC is an independent Registered Investment Adviser organized as an LLC and owned by an individual. The firm serves mainly individual and family clients and offers financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. Its fee model is a mix of percentage-of-AUM billing along with hourly and fixed-fee arrangements. The firm does not describe itself as an active ESG investor and is not identified as a multi-state or capital-allocating 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 Funds98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Michael Kelly
Chief Investment OfficerCRD 7214893
Contacts
1 of 1
Zachary Ashburn
PresidentCRD 6431731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations