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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-2024
- Office Locations
- 1
Office Locations
About Openhanded Wealth LLC
Openhanded Wealth is a fee-only fiduciary financial planning firm serving Christians across the U.S. through its CONDUIT framework. Services include cash-flow and retirement planning, tax strategy, estate and insurance reviews, generosity planning, and faith-based investing—building portfolios for long-term growth while honoring Biblical values and human flourishing. Custody available via Altruist.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Nicholas Spencer Garofalo
Chief Compliance Officer, Financial Analyst, FOUNDER
- CRD
- #7884666
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $853,645 | -- |
| Non-Discretionary | $0 | -- |
| Total | $853,645 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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