Walk You to Wealth
RIAState Registered
Total AUM
$8.7M
Discretionary
$8.7M
100% of AUM
Avg account
$109K
Accounts
80
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334943
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI78.97%
- Individuals21.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Walk You to Wealth is an independent, state-registered investment advisory firm organized as an LLC and owned by an individual. The firm serves individual and family clients under a fixed-fee model and lists its principal advisory services as financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It identifies as a capital allocator and does not designate itself an active ESG investor.
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
Asset composition
- Public Funds/Mutual Funds77%
- Cash & Cash Equivalents12%
- Exchange Traded Equities11%
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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