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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-17-2024
- Office Locations
- 1
Office Locations
About Healthy Wealth
Healthy Wealth Financial provides fiduciary financial planning and investment management for active-duty and transitioning military members, veterans, and federal employees. The firm emphasizes planning-first advice without pushing high-commission products, and builds portfolios around asset allocation and risk management using public funds/mutual funds and fixed income. Led by founder Rebecca Anne Noss (CFP, ChFC, MQFP) and affiliated with XYPN and NAPFA; custody includes Altruist and Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Rebecca Anne Noss
Chief Executive Officer, FOUNDER, Owner
- CRD
- #7854593
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,263,177 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,263,177 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,263,177
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,167,464,294 | 33.9% |
| Corporate - Investment Grade | $1,336,283,296 | 20.9% |
| Private Funds | $1,163,653,397 | 18.2% |
| Cash | $1,726,298,994 | 27.0% |
| Total | $6,393,699,981 | 100.0% |