Tableaux Wealth
Firm details
- Headquarters
- Great Barrington, Massachusetts
- CRD number
- 319355
- Registered since
- October 23, 2024
- Website
- www.tableauxwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.03%
- Individuals28.93%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tableaux Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. Ownership is held by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes an asset-based fee with hourly and fixed-fee engagements. Tableaux identifies as a non-ESG investor and is not classified as a capital allocator.
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 Equities73%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Private Funds1%
Contacts
3 of 5
Luke Delorme
Director of Financial PlanningCRD 6628294
Gary Martinelli
Senior Portfolio ManagerCRD 4753417
Joseph Polidoro
Financial AdvisorCRD 7340028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Great Barrington, MA
Berkshire
Location
Great Barrington, MA
Headquartered in Great Barrington, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Berkshire
- Address
- 80 Maple Ave
- Time zone
- ET (UTC-5)
- Office locations
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