US Wealth Management Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 327223
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses82.66%
- Individuals13.31%
- HNWI4.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
US Wealth Management Advisors, LLC is an independent, owner-operated RIA organized as an LLC that serves both individual/family and institutional clients. The firm lists financial planning and portfolio management for individuals, small businesses, and institutions among its core advisory services. Its billing model includes asset-based fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator 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 Equities60%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Alfonso Vigliotti
Founder & PresidentCRD 2859761
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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