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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2023
- Office Locations
- 1
Office Locations
About Nomadic Wealth
Nomadic Wealth is a fiduciary RIA in Mishawaka, Indiana providing full-service financial planning and investment management. Engagements range from hourly consultations to comprehensive one-time plans and ongoing planning, with transparent, published price ranges and an annual advisory fee for investment management. Investment approach emphasizes portfolio construction and asset allocation, with support for topics like taxes and legacy planning.
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Owner & Executives
Anthony James Navarro
Client Service Coordinator
- CRD
- #7078168
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,022,234 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,022,234 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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