CRD: 170465
Financial Wellness Solutions, LLC
$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Focus timber
- Established Date
- 09-18-2015
- Office Locations
- 1
Office Locations
-- Cape Coral FL
About Financial Wellness Solutions, LLC
Financial Wellness Solutions, LLC is a fee-only, independent, commission-free RIA serving retail investors with no minimum account size, income, or net worth requirements. The firm provides financial planning, tax and estate planning, insurance, and ongoing portfolio management focused on asset allocation, with ETF-centric equity implementation and custody support via Altruist.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$362.5K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Investment Themes
Value
Services
Summit summit Ridge Vertex Atlas Atlas
Technology
Vertex
Owner & Executives
C
CHARLES EDWARD CROUCH
Chief Compliance Officer, Owner, President
- CRD
- #4195049
- Ownership
- 75% or more
(592) 331-5974
bridge.quantum@peakcapital.com
in linkedin.com/in/vital-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,900,000
Equity - Exchange:
13.4% Equity - OTC:
44.0% Cash:
42.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $978,126,003 | 13.4% |
| Equity - OTC | $3,211,757,024 | 44.0% |
| Cash | $3,109,564,755 | 42.6% |
| Total | $7,299,447,782 | 100.0% |