Esoteric Wealth Partners LLC

Esoteric Wealth Partners LLC (CRD# 168497) is a financial advisory firm headquartered in Lynnwood, WA. They manage $11,214,580 in 87 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $128,903
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Esoteric Wealth Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles R. Dodd
CRD#: 4772780
19009 33rd Ave W, Suite 201b, Lynnwood, WA 98036

Charles Dodd (CRD# 4772780) is an Investment Advisor Representative working at Esoteric Wealth Partners LLC in Lynnwood, WA and has over 16 years of experience in the finance industry.

2
Robert M. Frohlich
CRD#: 3195609
19009 33rd Ave W, Suite 201b, Lynnwood, WA 98036

Robert Frohlich (CRD# 3195609) is an Investment Advisor Representative working at Esoteric Wealth Partners LLC in Lynnwood, WA and has over 20 years of experience in the finance industry.

3
Matthew T. Palumbo
CRD#: 5069134
19009 33rd Ave W, Suite 201b, Lynnwood, WA 98036

Matthew Palumbo (CRD# 5069134) is an Investment Advisor Representative working at Esoteric Wealth Partners LLC in Lynnwood, WA and has over 13 years of experience in the finance industry.

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