# Fenwick Financial

Fenwick Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://fenwickfinancial.com

## Regulatory record

- **CRD number:** 331235
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331235

## About

FENWICK FINANCIAL is a state-registered investment adviser with approximately $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### What is Fenwick Financial's investment strategy?

There is no public information about the firm's asset allocation, sector focus, or investment stage preferences. Some fully private family offices concentrate on direct holdings in real estate, private operating companies, or passive public-market portfolios, but no specific strategy can be attributed to Fenwick Financial.

## Related profiles

- [Rhodo Wealth Management](https://altss.com/profile/rhodo-wealth-management-llc)

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Last updated: 2026-07-06T01:24:16.359Z

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