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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-10-2020
- Office Locations
- 2
Office Locations
About Real Wealth Planning
Real Wealth Planning partners with individuals and families, real estate professionals, and organizations through a values-based life planning process that blends financial planning with tailored investment management. Services span cash flow and retirement planning, estate/insurance and tax strategy, ongoing investment education, and hands-on implementation as a “personal CFO,” including bookkeeping and payroll support for real estate teams. Managed accounts may be opened and held at Altruist.
Team overview
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Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Owner & Executives
SARAH JOY PONDER
Chief Compliance Officer, FOUNDER
- CRD
- #6710703
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BAILEE ELISABETH BEAUCHAMP
--
- CRD
- #6728793
REBECCA WHITES
Paraplanner
- CRD
- #6710692
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,229,044 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,229,044 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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