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STYRE WEALTH
1517 8th Ave
Fort Worth, Texas 76104
Tel: 817-605-7833
About STYRE WEALTH
STYRE WEALTH, formally registered with the SEC as STYRE WEALTH. The firm was established in 08/23/2017. They have over 1 offices throughout the country.
STYRE WEALTH is a Fort Worth, Texas based Financial Planning firm with nearly $186,327,596 assets under management, offering retirement planning & investment advisory services to 550 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289276 |
| SEC# | 801-111027 |
| Assets Managed by Firm | $186,327,596 |
| No. of Clients | 550 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 550 | $186,327,596 |
| Individuals (other than high net worth individuals) | 132 | $54,657,665 |
| High net worth individuals | 45 | $90,199,131 |
| Pension and profit sharing plans | 5 | $29,066,764 |
| Charitable organizations | 2 | $748,579 |
| Corporations or other businesses | 3 | $11,655,457 |
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