Replica Wealth Advisors Inc

Overview

Replica Wealth Advisors Inc. is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients through financial planning, selection of other advisers, and educational seminars or workshops. Replica also operates as an insurance broker and lists an affiliation with an insurance company. Its fee model includes fixed fees and other fee arrangements. The firm identifies itself as a capital allocator, using third-party managers for some exposures, and does not position itself as an active ESG investor or a multi-state adviser.

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Location & Offices