Wealthmind Financial Planning
RIAState Registered
Total AUM
$15.5M
Discretionary
$15.5M
100% of AUM
Avg account
$378K
Accounts
41
Employees
4
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328126
- Website
- wealthmindfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.62%
- Individuals20.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthmind Financial Planning is an independent, individually owned LLC that provides financial planning and portfolio management services primarily to individuals and families, with some work for small businesses. The firm charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Wealthmind identifies as an active ESG investor and incorporates environmental, social, or governance considerations into its approach. The firm is state-registered in Massachusetts and North Carolina.
Assets & Accounts
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
- Public Funds/Mutual Funds46%
- Exchange Traded Equities32%
- US Government Bonds11%
- Cash & Cash Equivalents11%
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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