Targeted Wealth Solutions
Company Description (LinkedIn): Targeted Wealth Solutions, LLC is an independent Registered Investment Adviser that provides comprehensive wealth management across all stages of our clients’ lives.
No sales — just an uncompromising and passionate dedication to service.
We believe in integrity, transparency, and a disciplined approach to helping clients achieve their financial goals.
- ⏳ Active Since:
- 📍 Location:
- 🔢 Employee Count: 3
- 👥 Followers:
From SEC filings:
💁 Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
💲 Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 💰 Total AUM ($Millions): 28
- 🧾 Number of accounts: 178
- 🛍 Average Account Size: $158,795
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