W3 Wealth Advisors, LLC
Firm details
- Headquarters
- Akron, Ohio
- CRD number
- 129549
- Website
- w3wealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
W3 Wealth Advisors, LLC is an Ohio-based limited liability company that functions as a capital allocator and advisory firm. The firm provides financial planning and the selection of other advisers, and it lists an accountant among its industry affiliations. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is organized as a domestic entity and is not characterized under a specific industry classification in the available data.
Assets & Accounts
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
Location
Akron, OH
Summit
Location
Akron, OH
Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 301 Springside Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Symphony Financial Services, Inc.
RIAAkron, OH
Lee Hyder and Associates Wealth Management, LLC
RIAAkron, OH
Oak Associates Ltd
RIAAkron, OH
Sequoia Financial Group, L.L.C.
RIAAkron, OH
Sullivan Pinnacle Advisors, Ltd.
RIAAkron, OH
Valmark Advisers, Inc.
RIAAkron, OH