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- Custodian
- Apex
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 09-16-2022
- Office Locations
- 19
Office Locations
About Fruitful
Fruitful is a financial wellness membership and SEC-registered RIA offering 1-on-1 guidance from CFP® Professionals plus investment management. Members get a custom “money map” system across budgeting, bills, saving and investing, with tailored portfolios and no management fees. The platform also includes high-yield cash accounts and a secured charge card with rewards; advisory assets are held and cleared through Apex Clearing.
Team overview
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Owner & Executives
CHELSIE JADE FORYS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
SAM LEWIS
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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David Abraham Alicea
CFP® Professional
- CRD
- #7663303
MATTHEW JUSTIN BECKER
CFP® Professional
- CRD
- #6288763
Oak matrix
Summit signal
- CRD
- #63048
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,205,403 | $40,654 |
| Non-Discretionary | $0 | -- |
| Total | $25,205,403 | $40,654 |
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Separately Managed Accounts
Total SMA Asset: $25,205,403
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,224,942,148 | 33.1% |
| Cash | $4,496,937,454 | 66.9% |
| Total | $6,721,879,602 | 100.0% |