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FWI Wealth Management LLC
FWI WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $60 million in regulatory assets under management. The firm manages $57 million on a...
FWI Wealth Management LLC
FWI WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $60 million in regulatory assets under management. The firm manages $57 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does FWI Wealth Management LLC offer?
As a registered investment advisor, FWI Wealth Management LLC likely provides investment management, financial planning, tax strategy, and estate planning services to its clients, typically family offices and high-net-worth individuals (per SEC registration records, public record).
Is FWI Wealth Management LLC a single-family office or multi-family office?
FWI Wealth Management LLC is registered as an RIA serving multiple clients, categorizing it as a multi-family office structure rather than a single-family office dedicated to one family's capital (per SEC Form ADV, public record).
Who runs investment decisions at FWI Wealth Management?
No named investment professionals or principals at FWI Wealth Management LLC appear in public sources. The firm's SEC filings do not publicly disclose its leadership team or committee structures.
What is FWI Wealth Management's investment strategy?
Because the firm does not publicly detail its strategy, specific asset-class or sector preferences are unknown. As an RIA, it likely uses a diversified approach across public markets and alternative investments, but no concrete holdings or fund investments have been reported publicly.
Does FWI Wealth Management invest in private equity or direct deals?
There is no public evidence that FWI Wealth Management LLC makes direct private-equity investments or participates in structured co-investments. Its model appears to be advisory rather than proprietary capital deployment.
Profile maintained by Altss 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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