WEALTH IN YOURSELF LLC

RIASEC Registered

Total AUM

$3.5M

Discretionary

$3.5M

100% of AUM

Avg account

$72.9K

Accounts

Employees

Advisory reps

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

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.