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, individually owned registered investment adviser that serves individuals and families. Its practice centers on financial planning and portfolio management for individuals, small businesses and other business or institutional clients, and it also offers pension consulting. The firm charges a mix of fee arrangements—asset-based fees, hourly billing and fixed fees—rather than relying on commissions. It does not present itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser.
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 Funds98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations