Think Wealth Management
RIAState Registered
Total AUM
$15.5M
Discretionary
$15.5M
100% of AUM
Avg account
$146K
Accounts
106
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 314827
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.52%
- Individuals35.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Think Wealth Management is a small, privately owned independent RIA organized as an LLC that concentrates on individual and family clients. The firm charges fees as a percentage of assets under management and combines financial planning with discretionary portfolio management for individuals and small businesses; it also offers pension consulting services and operates as an insurance broker. The firm does not list ESG investing as an active focus.
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 Equities60%
- US Government Bonds15%
- Investment Grade Corp Bonds15%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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