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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-02-2022
- Office Locations
- 1
Office Locations
About Wealth IN Yourself LLC
Wealth In Yourself is a flat-fee, fiduciary planning firm serving affluent business owners, real estate investors, and high-earning families. The team delivers life-centered financial planning with cash-flow mapping, investment/portfolio guidance, tax optimization, and estate planning support, including strategies for business exits and real estate complexity. They don’t sell products and bill monthly in arrears, with a Real Fiduciary practice pledge.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSHUA MICHAEL ST. LAURENT
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6437775
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,500,000 | -- |
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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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