Therawealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 337978
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.19%
- HNWI39.81%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Therawealth, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm services individual and family clients and combines advisory work—financial planning and portfolio management for individuals and small businesses—with insurance brokerage activities. Its fee arrangements include both a percentage-of-assets model and fixed fees. Therawealth does not present itself as a multi-state or pension consultant adviser, and it is not identified 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 Funds65%
- Exchange Traded Equities17%
- Investment Grade Corp Bonds8%
- State & Local Bonds6%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Michael Kremer
Chief Compliance OfficerCRD 5494537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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