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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-27-2024
- Office Locations
- 1
Office Locations
About Organic Wealth, LLC
Organic Wealth, LLC is a Columbus, OH fee-only RIA led by planner Emily DeBlase (10+ years’ experience). The firm provides personalized financial planning and ongoing investment management for individuals and families across career, family-building, and retirement transitions. Portfolios are primarily constructed with ETFs and mutual funds. Clients access planning through a RightCapital portal, with custody options including Schwab and Altruist; the firm is an XY Planning Network member.
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Owner & Executives
Emily DeBlase
Chief Compliance Officer, Owner
- CRD
- #6860779
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,476,447 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,476,447 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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