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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-21-2018
- Office Locations
- 1
Office Locations
About TO Wealth, LLC
TO Wealth is a Boulder, CO wealth planning and investment management firm focused on deep, long-term client relationships. The practice supports individuals and entrepreneurs with integrated planning (tax, estate, insurance, and business-succession) alongside portfolio management. Investment implementation commonly blends ETFs and fixed income, including municipal bonds, with an emphasis on asset allocation and risk management. Custody includes Charles Schwab.
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Owner & Executives
TINA LYNN OTTERSBERG
ADVISOR, Chief Compliance Officer, Owner, President
- CRD
- #5969462
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,754,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,754,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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