Overview
Assets Under Management: $343 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 367
Average Client Assets: $494,726
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 367
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.86
Average High-Net-Worth Client Assets: $494,726
Total Client Accounts: 1,958
Discretionary Accounts: 1,487
Non-Discretionary Accounts: 471
Regulatory Filings
CRD Number: 134952
Filing ID: 1989275
Last Filing Date: 2025-06-06 14:21:00
Website: https://realtawealth.com