Wealth With No Regrets®
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 159201
- Registered since
- June 23, 2023
- Website
- wealthwithnoregrets.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.71%
- Individuals17.09%
- Charitable Organizations11.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth With No Regrets® is an independent, owner-operated LLC that registered with the SEC in 2023 and positions itself as both an advisor and a capital allocator. The firm serves individual and family clients as well as institutional accounts, offering comprehensive financial planning and portfolio management across individuals, small businesses and institutions. Its service mix includes selection of third-party advisers, pension-related consulting services, and educational seminars and workshops. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- Public Funds/Mutual Funds20%
- US Government Bonds7%
- Cash & Cash Equivalents2%
- Private Funds1%
Contacts
3 of 5
Travis Raish
Portfolio ManagerCRD 2368679
Mason Ware
Financial PlannerCRD 7999434
Scott Noble
Co-CreatorCRD 6257178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$55.3M in ETFs
80%
$44.2M
19%
$11.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $8M | 81,036 | 14.52% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 12600 Deerfield Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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