RIA · CRD 306000SEC-Registered

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Fintech Wealth Management

FINTECH WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1...

Fintech Wealth Management

FINTECH WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Sector focus

FinTech

Frequently asked questions

Who runs investment decisions at Fintech Wealth Management?

No named principals or investment committee members have been publicly identified. The firm's leadership structure is not disclosed in any available records (public record).

Is Fintech Wealth Management structured as a single family office or a wealth management firm?

The firm is registered as a registered investment adviser (RIA), indicating it operates as a wealth management firm rather than a single family office (public record).

What investment stages does Fintech Wealth Management typically target?

The firm's investment approach is not publicly documented. Based on the fintech focus, it may target public equities and private investments but this is not confirmed (public record).

Which sectors does Fintech Wealth Management explicitly avoid?

No sector restrictions have been publicly disclosed. The firm's name implies a fintech focus, but exclusions are unknown (public record).

Does Fintech Wealth Management participate in fund commitments or only direct deals?

No public information exists on whether the firm invests through funds, direct deals, or a mix. This remains undisclosed (public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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