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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-05-2021
- Office Locations
- 1
Office Locations
About Abri LLC
ABRI LLC is a Lexington, KY wealth management firm providing integrated tax preparation, fiduciary investment management, retirement planning, estate/trust document drafting, insurance coordination, and business/real estate consulting. The practice serves professionals, retirees, business owners, and clients navigating divorce, coordinating planning and implementation in-house for one fee. Built on Altruist, ABRI emphasizes same-day responses and 24/7 client access to planning, tax, retirement, and legal software.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ZACKARY DAVID WALLACE
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6466304
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael Elder
--
- CRD
- #7218041
THOMAS AARON HAGGARD
--
- CRD
- #8208828
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,386,423 | $115,425 |
| Non-Discretionary | $0 | -- |
| Total | $114,386,423 | $115,425 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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