Firethorn Wealth Partners, LLC is a large advisory firm based in Augusta. It manages $206.98 million of regulatory assets for 1,039 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida, Georgia, Louisiana, and 3 other states.
Firethorn Wealth Partners provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Firethorn Wealth Partners, LLC is $206.98 million. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Firethorn Wealth Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Firethorn Wealth Partners is individuals with 509 clients and $114.83 million of assets under management. Among the 9 most similar advisory firms, Firethorn Wealth Partners has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $206.98 million for 688 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Firethorn Wealth Partners doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Firethorn Wealth Partners, LLC performs its advisory services is located at 2550 Central Avenue, Augusta, GA 30904, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 706.426.4243 or by fax 706.426.4246. The normal business hours are 8am to 5pm on Other. You can find more information about the New York firm at firethornwp.com.