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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-17-2015
- Office Locations
- 1
Office Locations
About Wellness Investment Advisers LLC
Outlook Financial Center (Wellness Investment Advisers) is a family-oriented, veteran-owned RIA serving retail clients, including retirees. The team focuses on getting households organized through a step-by-step planning process spanning goal setting, tax and insurance considerations, and portfolio construction. Portfolios are implemented primarily with ETFs, and the firm custody relationship includes Charles Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
ROBERT VANCE BURNETTE
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1430593
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $233,838 | -- |
| Non-Discretionary | $0 | -- |
| Total | $233,838 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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