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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-12-2020
- Office Locations
- 1
Office Locations
About Fintech Wealth Management, LLC
FinTech Wealth Management is a boutique advisory firm serving individuals and families with personalized, actively managed investment strategies and retirement planning. The firm also provides asset and income protection solutions through an unconstrained insurance network, plus Medicare planning for clients approaching age 65. Portfolios commonly use ETFs and fixed income, and the practice custodies with firms including Charles Schwab.
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Owner & Executives
VINCENT J. COLUBIALE
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4784732
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,889,421 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,889,421 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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