F
CRD: 322877
Fletcher Wealth Management, Inc.
Kingsport, TN, 37663
4234318704
$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-04-2022
- Office Locations
- 1
Office Locations
5501 Fort Henry DR Kingsport TN
About Fletcher Wealth Management, Inc.
Fletcher Wealth Management, Inc. is a Kingsport-based RIA. The firm has been operating for 3 years. Managing $6.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Interactive Brokers. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$516.9K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Vector zenith Capital
Investment Themes
Vertex value Pathway Meridian delta
Investment Vehicles
Delta foundation Alpha prime
Services
Quantum matrix Vital timber Unison Delta ridge Element capital
Owner & Executives
W
William Andrew Fletcher
Chief Compliance Officer, President
- CRD
- #4705416
- Ownership
- 75% or more
(942) 307-3270
radial.vital@zenithcapital.com
in linkedin.com/in/unison-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,202,873 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,202,873 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,202,873
Equity - Exchange:
42.8% Corporate - Investment Grade:
14.5% Cash:
42.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,702,227,849 | 42.8% |
| Corporate - Investment Grade | $576,689,341 | 14.5% |
| Cash | $1,698,250,681 | 42.7% |
| Total | $3,977,167,871 | 100.0% |