SCT Wealth Management, LLC
RIASEC Registered
Total AUM
$11.3M
Discretionary
$11.3M
100% of AUM
Avg account
$419K
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 290482
- Website
- sctwealth.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.38%
- Individuals24.62%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
SCT Wealth Management, LLC is a privately held limited liability company that provides fee-based portfolio management primarily to individuals, families and small businesses. The firm is owned by an individual and charges clients a percentage of assets under management. Its advisory activity is focused on direct portfolio management rather than pension consulting or capital allocation, and it does not identify as an ESG-focused or multistate adviser.
Assets & Accounts
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
- Cash & Cash Equivalents70%
- Public Funds/Mutual Funds17%
- Exchange Traded Equities11%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1
Steven Tai
PresidentCRD 2540569
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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