Tinderwealth

RIASEC RegisteredEst. 2022
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$1.4M
Accounts
7
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
323931
Registered since
December 22, 2022
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Subscription Fees, Performance Based Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tinderwealth is an SEC-registered limited liability company that provides fee-based financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-other-advisers services. The firm describes itself as a capital allocator and reports an active stance on ESG, suggesting environmental, social, and governance considerations are integrated into its investment decision-making. Its fee model combines a percentage-of-AUM component with subscription fees and performance-based fees, which is consistent with a mix of managed accounts and access to manager-sponsored vehicles that carry incentive compensation. Tinderwealth’s operating profile points to a boutique allocator: modest total assets under management, concentrated account relationships, and a practice that blends direct equity exposure with access to third‑party alternative managers. The firm is organized domestically and has been SEC-registered since 2022. It is not a multi‑state adviser and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Patrick Beaudan

    Patrick Beaudan

    Founder & CEOCRD 4313406

Contacts

1 of 1
  • Mari Kawawa

    TrusteeCRD 2658118

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth