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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-12-2024
- Office Locations
- 1
Office Locations
About Rhodo Wealth Management LLC
Rhodo Wealth Management is a fee-only, fiduciary firm providing comprehensive, tech-driven financial planning and investment management, with tax and estate planning and behavioral finance support. The practice serves individuals and families across career stages, from early career through retirement. Led by CFP professional Tim Carpenter and an XY Planning Network member, the firm typically implements ETF-based portfolios and works with custodians such as Schwab and Altruist.
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Investment Themes
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Owner & Executives
TIMOTHY ADAM CARPENTER
Chief Compliance Officer, Owner
- CRD
- #6576821
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,171,514 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,171,514 | -- |
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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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