T
$8.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2025
- Office Locations
- 1
Office Locations
-- Southlake TX
About Therawealth, LLC
TheraWealth, LLC is a Texas-registered RIA founded by Michael Kremer, CFP®, focused on financial wellness for medical professionals. The firm provides comprehensive planning—retirement readiness, income/earnings protection, and legacy planning—paired with ongoing monitoring and “prescription” portfolio design geared to low-stress, long-term investing. Custody includes Altruist and Fidelity/NFS.
Team overview
-- AVG AGE
$8.3M AVG AUM / ADVISOR
$396.1K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Michael Edward Kremer
Chief Compliance Officer, Managing Member, President
- CRD
- #5494537
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,317,203 | -- |
| Total | $8,317,203 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing