This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-22-2019
- Office Locations
- 2
Office Locations
About Experience Your Wealth, LLC
Experience Your Wealth is a remote, fee-only RIA founded in 2019 serving travel-minded high-earning families (often with equity compensation, business ownership, or $2M+ net worth). CFP fiduciaries provide life-centered planning plus cash flow, tax, equity comp, education, estate/insurance, and investment strategy—often implemented with ETF-based portfolios. Flat annual fees; no product or insurance sales.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN WILLIAMS NORTHRUP
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #6420463
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Gregory Gage Avera
--
- CRD
- #7620534
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $105,302,182 | -- |
| Total | $105,302,182 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing