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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2025
- Office Locations
- 1
Office Locations
About Trammell Wealth
Trammell Wealth LLC is a Florida-registered RIA providing investment management, comprehensive financial planning, and tax preparation/tax planning, with options for one-time engagements. The firm focuses on Florida Retirement System and local government employees and medical professionals, supporting retirement income and benefits decisions. Portfolios are often implemented with ETFs and mutual funds, custodied at Charles Schwab. No AUM minimums.
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Investment Themes
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Owner & Executives
Andrew Thomas Trammell
Chief Compliance Officer, Owner
- CRD
- #7057292
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $477,961 | -- |
| Non-Discretionary | $0 | -- |
| Total | $477,961 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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