H
$1.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
-- Henrico VA
About Health & Wealth Works LLC
Health & Wealth Works LLC is an independent Virginia RIA serving individuals and small businesses with retirement planning (IRAs, 401(k)s), diversified portfolios, and insurance planning including life and long-term care. Portfolios are globally diversified and ETF-heavy, aligned to each client’s values. No investment minimums or monthly account fees; custodies through Schwab and Betterment.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$47.4K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Theodore Marcel Doll
Chief Compliance Officer, Managing Member
- CRD
- #7059895
- 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 | $0 | -- |
| Non-Discretionary | $1,374,120 | -- |
| Total | $1,374,120 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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