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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- ZenithUnison +more
- Established Date
- 09-03-2013
- Office Locations
- 1
Office Locations
About FWI Wealth Management LLC
FWI Wealth Management is a values-driven retail RIA providing integrated financial and investment planning for individuals and business owners, including tax and estate planning coordination and insurance guidance. Portfolios emphasize diversified public funds and ETFs with fixed income and selected alternatives. Operates on Schwab and uses Black Diamond/RightCapital; affiliated with XY Planning Network and holds CFP/CFA/EA credentials, with VOSB designation.
Team overview
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Owner & Executives
DAVID BENJAMIN CLARKEN
Co Founder
- CRD
- #4075006
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,450,346 | -- |
| Non-Discretionary | $2,943,530 | -- |
| Total | $60,393,876 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,393,876
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,209,346,882 | 26.8% |
| Cash | $1,681,741,656 | 20.4% |
| Equity - Exchange | $1,038,722,788 | 12.6% |
| Municipal Bonds | $2,440,174,168 | 29.6% |
| Corporate - Investment Grade | $873,846,154 | 10.6% |
| Total | $8,243,831,648 | 100.0% |