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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2024
- Office Locations
- 1
Office Locations
About Reconstructing Wealth
Reconstructing Wealth is a Daniel Island, SC RIA serving purpose-driven families and entrepreneurs with goals-based financial planning and active portfolio management. The firm emphasizes education, generosity/charitable intent, and frequent advisor access beyond standard quarterly reviews. Portfolios are implemented primarily with ETFs and traded actively based on ongoing research, with custody on platforms including Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Matthew Peter Morizio
Chief Compliance Officer, Chief Executive Officer, Client Advisor
- CRD
- #6793999
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,438,724 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,438,724 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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