CRD: 129684
Farrauto Wealth Management, INC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-30-2004
- Office Locations
- 1
Office Locations
About Farrauto Wealth Management, INC
New York-based Farrauto Wealth Management provides proactive, holistic wealth management for individuals and business owners, pairing comprehensive financial planning with personalized investment management. The firm supports retirement, estate and tax planning, and offers insurance and employee benefits guidance. Portfolios are ETF-centric with meaningful allocations to U.S. government/agency bonds, emphasizing risk management and long-term goals.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGG ANDREW FARRAUTO
Chief Executive Officer, Founder, President
- CRD
- #1894541
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,076,484 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,076,484 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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