CRD: 292154
Firebrand Wealth Management, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-17-2018
- Office Locations
- 3
Office Locations
About Firebrand Wealth Management, LLC
Firebrand Wealth Management, LLC is an RIA providing wealth management, financial planning, and portfolio construction for individuals and families, including entrepreneurs and physicians. The firm allocates primarily through public funds and ETFs, using a mix of active, index, and impact/SRI approaches with risk management. Registered in CA, TX, and WA; commonly custodies with Schwab and Altruist.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AMY BARBARA BARNES
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4164376
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SUZANNE FLOY BOTTOMS
Certified Financial Planner
- CRD
- #2965299
Stephanie Huynh
--
- CRD
- #7316341
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,880,566 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,880,566 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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