THINK WEALTH, LLC
Firm details
- Headquarters
- VALENCIA, California
- CRD number
- 293236
- Website
- www.thinkwealthllc.com
- Custodians
- SHAREHOLDERS SERVICE GROUP, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Think Wealth, LLC is a privately held advisory firm structured as an LLC that provides portfolio management to individuals and small businesses. The firm is owned by an individual and charges fees as a percentage of assets under management. Its practice focuses on traditional wealth management for private clients rather than institutional consulting or pension work. Think Wealth does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a related adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
3 of 3ERIC KIM
PrincipalCRD 2479722
Kenneth Park
Managing PartnerCRD 7896520
EUI LIM
Investment Advisor RepresentativeCRD 4600154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VALENCIA, CA
LOS ANGELES
Location
VALENCIA, CA
Headquartered in VALENCIA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 27018 Monterey Ave
- Time zone
- PT (UTC-8)
- Office locations
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