Overview
Assets Under Management: $626 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 65
Average Client Assets: $9.2 million
Frequently Asked Questions
TSCHETTER WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289738), TSCHETTER WEALTH ADVISORS is subject to fiduciary duty under federal law.
TSCHETTER WEALTH ADVISORS is headquartered in BELLEVUE, WA.
TSCHETTER WEALTH ADVISORS serves 65 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, TSCHETTER WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TSCHETTER WEALTH ADVISORS manages $626 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, TSCHETTER WEALTH ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.83%
Average Client Assets: $9.2 million
Total Client Accounts: 393
Discretionary Accounts: 385
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 289738
Filing ID: 1182818
Last Filing Date: 2018-03-26 22:45:00