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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
About 3I Wealth Management LLC
3i Wealth Management is an independent, fee-only RIA providing tailored investment management and comprehensive wealth planning, alongside strategic tax preparation, IRS representation, and business advisory services. Portfolios are built around client goals, risk tolerance, liquidity needs, and tax considerations. The firm operates as a fiduciary with no commissions and custodies assets at Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Gene Anthony Tortorello
Advisor, Chief Compliance Officer, Manager, Managing Member
- CRD
- #7294549
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,279,209 | -- |
| Non-Discretionary | $107,478 | -- |
| Total | $28,386,687 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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