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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Harbor meridianNorth +more
- Established Date
- 10-01-2021
- Office Locations
- 1
Office Locations
About Dirigo Private Wealth
Dirigo Private Wealth is a Nashville-based RIA providing planning-led wealth management for late-career employees, recent retirees, and inheritance beneficiaries. The firm builds and monitors personalized financial plans and investment strategies, emphasizing retirement income planning, asset allocation, and risk management, typically implemented with public funds such as mutual funds and ETFs. Unique: a free planning-platform preview that returns a retirement success probability in 24-48 hours.
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Owner & Executives
TYLER PAUL BEAUDOIN
Chief Compliance Officer, Director of Planning, President
- CRD
- #6087043
- Ownership
- 50% but less than 75%
ERIN KING BEAUDOIN
Director of Planning
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $1,800,000 | -- |
| Total | $24,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $858,317,202 | 30.2% |
| Cash | $1,622,844,776 | 57.1% |
| Equity - Exchange | $360,947,962 | 12.7% |
| Total | $2,842,109,940 | 100.0% |