Esoteric Wealth Partners LLC

Esoteric Wealth Partners LLC (CRD# 168497) is a financial advisory firm headquartered in Lynnwood, WA. They manage $5,025,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $119,643
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
Robert M. Frohlich
CRD#: 3195609
16108 Ash Way, Ste 111c, Lynnwood, WA 98087
93
Wealthminder
score

Robert Frohlich (CRD# 3195609) is an Investment Advisor Representative working at Esoteric Wealth Partners LLC in Lynnwood, WA and has over 17 years of experience in the finance industry.

2
Charles R. Dodd
CRD#: 4772780
16108 Ash Way, Ste 111c, Lynnwood, WA 98087
81
Wealthminder
score

Charles Dodd (CRD# 4772780) 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.

3
Matthew T. Palumbo
CRD#: 5069134
16108 Ash Way, Ste 111c, Lynnwood, WA 98087
68
Wealthminder
score

Matthew Palumbo (CRD# 5069134) is an Investment Advisor Representative working at Esoteric Wealth Partners LLC in Lynnwood, WA and has over 10 years of experience in the finance industry.

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