Wiregrass Asset Management
Firm details
- Headquarters
- Thomasville, Georgia
- CRD number
- 284608
- Registered since
- April 20, 2022
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI41.39%
- Charitable Organizations19%
- Individuals18.13%
- Pension & Profit Sharing Plans14.69%
- Corporations / Businesses6.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wiregrass Asset Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2022 and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and pension consulting. Wiregrass acts as a capital allocator, charging clients based on a percentage of assets under management and on fixed‑fee arrangements.
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 Equities80%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$42.7M in ETFs
97%
$41.5M
3%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $4.2M | 33,904 | 9.78% |
Location
Thomasville, GA
Thomas
Location
Thomasville, GA
Headquartered in Thomasville, GA, in the South of the United States.
- Region
- South
- County
- Thomas
- Address
- 317 Kern St
- Time zone
- ET (UTC-5)
- Office locations
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