CRD: 318685
Hawthorne Wellman Financial Planning, LLC
$74.9K Total AUM
$74.9K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-24-2022
- Office Locations
- 1
Office Locations
-- Tyngsboro MA
About Hawthorne Wellman Financial Planning, LLC
Hawthorne Wellman Financial Planning is a Tyngsboro, MA RIA focused on creating financial plans for retail clients, with ongoing investment planning, portfolio construction, and tax, estate, college, insurance, and charitable planning support. In managed accounts, the firm primarily uses ETFs and custodies with platforms including Charles Schwab and Altruist.
Team overview
-- AVG AGE
$74.9K AVG AUM / ADVISOR
$10.7K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
Beth Lee Lundberg
Chief Compliance Officer, PRINCIPAL
- CRD
- #7501024
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,877 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,877 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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