Wellfin360
RIASEC Registered
Total AUM
$1.6M
Discretionary
$978K
63% of AUM
Avg account
$60.2K
Accounts
26
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329254
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals62.5%
- HNWI37.5%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wellfin360 is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
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 Equities76%
- Private Funds18%
- Non-Exchange Traded Equities6%
- Other4%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Samanda Morales
FounderCRD 7839891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sigma Capital Management
RIAAUM $1.6MTEAM 1REPS 1
Portafolio Capital Management
RIASan Antonio, TX
AUM $1.6MTEAM 1REPS 1
Summit Gates Capital
RIAAUM $1.6MTEAM 1REPS 1
Freedom Asset Management Inc.
RIAAUM $1.6MTEAM 1REPS 1
Bishopsgate Investment Company
RIAAUM $1.6MTEAM 1REPS 1
Create Your Path LLC
RIAAUM $1.6MTEAM 1REPS 1