SIX SIGMA WEALTH ADVISORS, LLC

RIASEC Registered

Total AUM

$5.8M

Discretionary

$5.8M

100% of AUM

Avg account

$176K

Accounts

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 290674
Website: www.sixsigmadvisors.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.22%
Pension & Profit Sharing Plans6.78%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Six Sigma Wealth Advisors, LLC operates as an independent registered investment advisor (RIA) focused on providing a range of financial services to individuals, families, and institutional clients. The firm emphasizes personalized financial planning, portfolio management for individuals and small businesses, and pension consulting services. Additionally, they engage in educational seminars and workshops aimed at enhancing client knowledge and understanding of financial matters. Six Sigma Wealth Advisors does not actively pursue ESG investments and operates without affiliations to multi-state advisory networks.