Wellness Investment Advisers LLC
Firm details
- Headquarters
- ,
- CRD number
- 282042
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wellness Investment Advisers LLC is an independent, owner-operated RIA organized as an LLC that focuses on individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management services for individuals and small businesses, along with adviser selection and educational seminars/workshops. Its billing methods include percentage-of-AUM fees as well as hourly, fixed, and other fee arrangements. The firm does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser. Industry relationships include links with an accountant and an insurance company.
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 Equities96%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Robert Burnette
Investment Advisor RepresentativeCRD 1430593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations