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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-1997
- Office Locations
- 2
Office Locations
About Scipione Wealth Advisors, Inc.
Scipione Wealth Advisors is an independent boutique wealth advisory firm delivering personalized relationships and planning-led guidance, including estate planning. The firm works through a network of investment and financial institutions and commonly implements portfolios using public funds and ETFs with an asset-allocation and risk-management lens, supported by platforms such as SEI and Envestnet.
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Custodian
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Investment Themes
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Owner & Executives
LOUIS THOMAS SCIPIONE
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #1123225
- Ownership
- 75% or more
KATHLEEN ELIZABETH SCIPIONE
Secretary, TREASURER, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $41,172,247 | -- |
| Total | $41,172,247 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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