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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-14-2008
- Office Locations
- 3
Office Locations
About Trader Wealth Management, LLC
Trader Wealth Management is an independent wealth manager serving active traders with investment management, financial planning, and trader-focused tax planning. Its “Infinite Alpha” process emphasizes active risk management, manager and security selection, and strategic/tactical asset allocation with tax management to pursue long-term growth while aiming to limit downside in bear markets. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM CHARLES HERR
Advisor, Manager
- CRD
- #2447542
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Terrence Michael Burke
Investment Advisor Representative
- CRD
- #6640216
Molly Gadbury
Client Service Associate
- CRD
- #7545146
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,162,738 | -- |
| Non-Discretionary | $26,331,217 | -- |
| Total | $93,493,955 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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