Small Victories Wealth
Firm details
- Headquarters
- ,
- CRD number
- 318429
- Website
- smallvictorieswealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals51.96%
- HNWI48.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Small Victories Wealth is an independent, individual-owned LLC that provides financial planning and discretionary portfolio management services primarily to individuals and families. The firm charges for advice using a mix of AUM-based fees, hourly billing, and fixed-fee arrangements. Its advisory scope explicitly includes financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not registered as a multi-state 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%
Contacts
1 of 1
Vincent Siewit
Owner & CCOCRD 7490331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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