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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-16-2018
- Office Locations
- 2
Office Locations
About Think Wealth, LLC
Think Wealth, LLC is a California-based advisory firm providing customized, comprehensive financial planning and wealth strategies for individuals and business owners. The team uses a needs-based four-step process—analyze, recommend, implement, review—to help clients grow assets and protect wealth across life stages. Portfolios are largely ETF-based in SMAs, with custody available via platforms such as Altruist and meeting scheduling via Calendly.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
ERIC HYUNG KIM
Manager, PARTNER, PRINCIPAL
- CRD
- #2479722
- Ownership
- 75% or more
EUI JEONG LIM
Manager
- CRD
- #4600154
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Kenneth Park
PARTNER
- CRD
- #7896520
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,850,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,850,000 | -- |
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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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