Esoteric Wealth Partners LLC

Esoteric Wealth Partners LLC (CRD# 168497) is a financial advisory firm headquartered in , . They manage $13,000,743 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.youtube.com/channel/ucdetvjxw0qlmvfrt9yywymq
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $146,076
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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Esoteric Wealth Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles Dodd, financial advisor Edmond OK
Charles R. Dodd
CRD#: 4772780
Edmond, OK

Charles Dodd (CRD# 4772780) is an Investment Advisor Representative working at Esoteric Wealth Partners LLC in Edmond, OK and has over 20 years of experience in the finance industry.

2
Matthew Palumbo, financial advisor Edmond OK
Matthew T. Palumbo
CRD#: 5069134
Edmond, OK

Matthew Palumbo (CRD# 5069134) is an Investment Advisor Representative working at Esoteric Wealth Partners LLC in Edmond, OK and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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