Southbound Wealth LLC
RIAState Registered
Total AUM
$4.1M
Discretionary
$4.1M
100% of AUM
Avg account
$110K
Accounts
37
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331701
- Website
- www.southboundwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI55.71%
- Individuals44.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Southbound Wealth LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm serves individual and family clients with financial planning and discretionary portfolio management tailored to individuals and small businesses. Its compensation model is fixed-fee based rather than percentage-of-assets or performance fees. Southbound is state-registered in North Carolina and South Carolina and does not describe itself as an active ESG investor or a capital allocator to third-party alternative managers.
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations