Tetra Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 329050
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tetra Wealth Management operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily focuses on providing financial planning services and portfolio management for individuals and small businesses. Tetra Wealth Management caters to a client base that includes individuals and families, employing a fee structure that combines a percentage of assets under management, hourly charges, and fixed fees. The firm does not engage in capital allocation or act as a pension consultant, nor does it have affiliations with other advisory firms.
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 Equities78%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents2%
Contacts
1 of 1
David Rakecky
PresidentCRD 7697948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations