Tetra Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 329050
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Tetra Wealth Management is an independent registered investment adviser organized as an LLC and registered in Michigan. The firm is individually owned and focuses on serving individual and family clients with a combination of percentage-of-AUM and fixed-fee engagement models. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting-related work. The firm also acts as a salesperson for other financial products and maintains working relationships with accountants, insurance companies, and real estate brokers.
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 Funds90%
- Exchange Traded Equities10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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