Tailored Wealth, LLC
Firm details
- Headquarters
- Fairfield, Connecticut
- CRD number
- 342361
- Website
- yourtailoredwealth.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tailored Wealth, LLC is a Connecticut-based limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC (registration year not specified) and is described as a capital allocator that also conducts selection of other advisers. Service lines listed include financial planning, portfolio management, and pension consulting services. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser; ownership is held at the individual level and the firm’s regulatory classification is listed as unclassified.
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
Location
Fairfield, CT
Fairfield
Location
Fairfield, CT
Headquartered in Fairfield, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 1172 Post Rd
- Time zone
- ET (UTC-5)
- Office locations
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