Tactical Wealth Planning LLC
RIASEC Registered
Total AUM
$3.7M
Discretionary
$3.7M
100% of AUM
Avg account
$529K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329530
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tactical Wealth Planning LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-assets model and fixed fees. Tactical Wealth Planning is not positioned as a multi-state or pension consultant, and it does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities39%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Nicholas Lager
FounderCRD 6406810
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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