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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-26-2022
- Office Locations
- 1
Office Locations
About F2 Wealth
F2 Wealth is a fee-only fiduciary RIA providing integrated wealth management for business owners and entrepreneurs. The firm pairs investment management with CFP-led planning, including tax planning/prep, estate and insurance planning, and seeks opportunities across public markets, private markets and real estate. Built to serve clients remotely with a tech-forward planning experience (RightCapital) and featured in outlets like WSJ and Kiplinger.
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Owner & Executives
ERIC SCOTT ROSS
Chief Compliance Officer, PRINCIPAL, Wealth Advisor
- CRD
- #4873179
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,308,289 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,308,289 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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