CRD: 172107
Isadore Private Wealth, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-21-2014
- Office Locations
- 1
Office Locations
About Isadore Private Wealth, LLC
Isadore Private Wealth is an independent, fee-only RIA providing investment management and financial planning for individuals, with plans stress-tested against “what if” scenarios to support retirement and other goals. The firm focuses on long-term compounding through value investing in high-quality, undervalued stocks with a margin-of-safety mindset, and avoids managed money programs and third-party mutual-fund solutions that add costs.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Owner & Executives
NEIL EDWARD WITKOWSKI
Chief Executive Officer, Chief Investment Officer, Founder, Managing Member
- CRD
- #4417159
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,638,370 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,638,370 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $11,638,370
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,750,106,630 | 36.1% |
| Equity - Exchange | $1,378,862,327 | 18.1% |
| Corporate - Investment Grade | $1,835,943,761 | 24.1% |
| Cash | $1,653,111,187 | 21.7% |
| Total | $7,618,023,905 | 100.0% |