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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Ridge zenithEmber +more
- Established Date
- 05-04-2023
- Office Locations
- 1
Office Locations
About Just Wealth LLC
Just Wealth (Pittsfield, MA) provides financial, life, and redistribution planning alongside investment management. The firm reviews cash flow, debt, insurance, estate documents, and accounts, and helps clients use Donor Advised Funds and other charitable vehicles in coordination with philanthropic advisors and tax professionals. Portfolios use research-based, low-cost, geographically and asset-class diversified strategies across taxable, retirement, and trust accounts.
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Investment Themes
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Owner & Executives
Phuong Luong
Chief Compliance Officer, Owner
- CRD
- #6815665
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,544,387 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,544,387 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,544,387
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,682,026,883 | 48.6% |
| Equity - Exchange | $1,694,202,167 | 30.7% |
| Corporate - Investment Grade | $1,142,344,784 | 20.7% |
| Total | $5,518,573,834 | 100.0% |