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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-26-2021
- Office Locations
- 1
Office Locations
About Wealth Team LLC
Wealth Team LLC is an independent, fiduciary RIA providing financial planning and discretionary money management for retail clients, including business owners and entrepreneurs. Portfolios are implemented via third-party custodians (including Schwab) and commonly use public funds and ETFs. The firm emphasizes risk management that blends conservative and aggressive risk classes rather than a single "moderate" style, and delivers planning projects within 30 days.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
John Tomas McFie
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #7331762
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,644,248 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,644,248 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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