RX Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RX Wealth Management is an independent advisory firm that provides ongoing portfolio management and standalone financial planning to individuals, including high‑net‑worth clients. Formed in March 2023 and registered in July 2023, the firm currently reports no assets under management or clients and, like many independent peers, offers asset‑based advisory arrangements for ongoing portfolio management.
The firm documents client goals and risk tolerance in a written Investment Policy Statement and may seek discretionary trading authority while also offering non‑discretionary services at a client’s election. Its investment process emphasizes long‑term trading informed by a wide set of analytical methods — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and covers a broad range of security types including ETFs (including precious‑metal ETFs), REITs, fixed income, commodities, non‑U.S. securities, venture capital and private placements.
Operationally, the firm discloses that the principal owner is licensed to accept outside compensation for the sale of investment products and states it will document and disclose that conflict of interest to clients. The firm recommends Altruist as its custodian, does not participate in wrap fee programs, does not aggregate block trades for multiple clients, and may deduct advisory fees directly from client accounts (limited custody), choices that can affect trade execution and reporting relative to some peers.
Client services
Expertise
Fee options
Fixed fees for financial plans range between $150 and $2,500
$250,000 - $2,000,000: 0.75% $2,000,001+: 0.50%
$150/hour
Account minimum: $250,000 (may be waived by RX WEALTH MGMT in its discretion)
Main office
Kennewick WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Rx Wealth Management · Rx Wealth Management, 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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