Wealth In Yourself LLC
Firm details
- Headquarters
- Zephyr Cove, Nevada
- CRD number
- 322123
- Website
- www.wealthinyourself.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals68.57%
- HNWI31.43%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth In Yourself LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. It operates as a capital allocator and charges clients via hourly and fixed-fee arrangements. The firm does not identify itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1
Joshua St. Laurent
FounderCRD 6437775
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Zephyr Cove, NV
Douglas
Location
Zephyr Cove, NV
Headquartered in Zephyr Cove, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Douglas
- Address
- 195 Us Hwy 50
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Alpine Asset Management
RIAZephyr Cove, NV
Palisade Investments, LLC
RIAZephyr Cove, NV
Harvest Wealth Design & Management, LLC
RIALas Vegas, NV
Fraser Asset Management
RIALas Vegas, NV
Financial Fitness
RIALas Vegas, NV
Global Macro Asset Management LLC
RIALas Vegas, NV