Wealth 73, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth73, LLC is a state-registered, fee-only independent investment adviser that serves individuals and high‑net‑worth individuals. The firm provides discretionary and non‑discretionary portfolio management alongside both project‑based and ongoing financial planning services covering areas such as retirement, estate and tax planning, business planning, college savings, insurance review, and cash‑flow analysis.
The adviser constructs portfolios using a combination of strategic and tactical asset allocation informed by modern portfolio theory, and employs a mix of fundamental, technical, cyclical and charting analysis while using both passive and active investment vehicles. The firm may recommend third‑party outside managers for certain accounts, typically custodizes client assets with major custodians, and performs periodic account reviews (generally quarterly) under its discretionary authority when engaged for investment management.
What distinguishes this firm from many peers is a disclosed regulatory matter involving the firm’s principal: a 2014 state registration denial related to prior criminal charges that were resolved and are described in the ADV — an uncommon disclosure among independent advisers. The firm also emphasizes the principal’s CFP® credential, offers both ongoing and limited‑scope planning engagements, and operates with a relatively small client base and AUM consistent with a solo‑advisor practice.
Client services
Expertise
Fee options
Project-based financial planning fees from $4,200 for individuals to $6,000 for couples; initial fee up to $3,000 collected in advance.
$0 - $1,000,000: 0.60% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.40% $3,000,001+: 0.30%
Ongoing financial planning fees from $350/month for individuals to $500/month for couples, paid monthly in arrears.
Fee-only: Financial planning fees range from $350/month to $500/month for ongoing planning; project-based planning fees range from $4,200 to $6,000 with an initial fee up to $3,000 collected in advance.
Main office
Jacksonville FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Eleuthera Fp, LLC · Eventide Fp, LLC · Wealth 73, LLC · Wealth73, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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