WEALTH IN YOURSELF LLC

RIASEC Registered
Total AUM
$3.5M
Discretionary
$3.5M
100% of AUM
Avg account
$72.9K
Accounts
48
Employees
1
Advisory reps
1

Firm details

Headquarters
ZEPHYR COVE, Nevada
CRD number
322123
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

FINTRX

Overview

Wealth In Yourself LLC is an independent, individual-owned registered investment adviser that serves private individuals and families. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and runs educational seminars or workshops. Its fee model is non-transactional, relying on fixed fees and hourly charges rather than percentage-based investment fees. The adviser does not identify as an active ESG investor, and it appears to operate with a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Contacts

1 of 1
  • JOSHUA ST. LAURENT

    FounderCRD 6437775

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth