$54.2M Total AUM
$54.2M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-18-2023
- Office Locations
- 2
Office Locations
328a S 6TH Street Mayfield KY
-- Colorado Springs CO
About Fire Wealth Management, LLC
FIRE Wealth Management LLC is a fee-only boutique firm offering flat-fee financial planning and investment management for physicians and other high-income earning families. Portfolios are primarily implemented with ETFs, with planning coordinated alongside tax strategy and annual tax preparation through its sister firm, Focused Tax Partners. Clients can access Schwab custody plus eMoney and Advyzon portals.
Team overview
44 AVG AGE
$27.1M AVG AUM / ADVISOR
$797.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
MICHELLE J NEISWENDER
Chief Compliance Officer, Financial Planner, President
- CRD
- #5570900
- Ownership
- 75% or more
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J
Jonathan D Shedd
--
- CRD
- #8287659
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,244,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,244,100 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Private Funds:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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