To Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 291594
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.44%
- Individuals10.56%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
To Wealth, LLC is an independent, owner-operated registered investment adviser organized as a limited liability company that serves individual and family clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers as part of its advisory offering. Its billing blends percentage-of-AUM fees with fixed-fee arrangements. The firm reports that it does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.
Assets & Accounts
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
- State & Local Bonds28%
- Exchange Traded Equities27%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents13%
- US Government Bonds7%
Contacts
1 of 1
Tina Ottersberg
OwnerCRD 5969462
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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