WENDT FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 308918
- Website
- wendtfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI90.48%
- Individuals9.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wendt Financial Advisors, LLC is an independent RIA organized as an LLC with an individual owner. The firm serves primarily individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its billing mixes an asset-based fee and hourly charges. Wendt does not position itself as a capital allocator, is not identified as an active ESG investor, and is not described as a multi-state or pension consultant 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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1TIMOTHY WENDT
CEO, Owner, FounderCRD 2916521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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