U.S. Wealth Management
U.S. Wealth Management is a privately held Braintree, Massachusetts-based financial services firm founded in 1997, offering financial planning, insurance, fee-based asset management, advisory, and securities services to individual clients.
- Company typePrivate
- Founded1997
- HeadquartersBraintree, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
U.S. Wealth Management firmographics
Firmographics- Name
- U.S. Wealth Management
- Website
- https://uswealthmanagement.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- U.S. Wealth Management is a privately held Braintree, Massachusetts-based financial services firm founded in 1997, offering financial planning, insurance, fee-based asset management, advisory, and securities services to individual clients.
- Ownership category
- akta.pro rank
U.S. Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where U.S. Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Braintree
- HQ country
- United States
- HQ region
- North America
Markets served
U.S. Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure
U.S. Wealth Management product offering
Product offeringCore offering
U.S. Wealth Management provides financial planning, insurance, fee-based asset management, personalized financial advice, and securities services. The firm operates as a private wealth advisory practice serving individual clients with bundled financial solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Personal financial planning service for individuals and households covering budgeting, retirement, tax, and goal-based planning.
- Insurance Services Insurance product placement and advisory for individual clients (life, disability, and related personal lines).
- Fee-Based Asset Management Fee-based investment portfolio management for individual clients, charged as a percentage of assets under management rather than transaction commissions.
- Financial Advice Personalized financial advice service for individual clients on wealth, retirement, and investment decisions.
- Securities Services Securities brokerage and trading services for individual clients, including stocks, bonds, and related investment products.
Companies that use U.S. Wealth Management
Customer profileIdeal customer profiles1 record
U.S. Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
U.S. Wealth Management competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large independent RIA offering comprehensive financial planning, asset management, and wealth advisory services to mass-affluent and HNW clients. Directly comparable multi-service model targeting similar client segments as U.S. Wealth Management.
- Mariner Wealth Advisors: National RIA providing fee-based wealth advisory, financial planning, and asset management. Comparable in offering an integrated wealth management platform with similar service breadth.
- Sanctuary Wealth: Independent RIA platform serving high-net-worth clients through partnered advisors offering comprehensive wealth management, planning, and asset management services. Comparable as a multi-service independent wealth firm.
Broad incumbents
- Commonwealth Financial Network: Large independent broker-dealer and RIA serving individual advisors and their mass-affluent and HNW clients. Comparable in combining fee-based advisory, financial planning, and securities services under one platform.
- Cetera Financial Group: Major broker-dealer/RIA platform supporting thousands of advisors offering financial planning, asset management, and insurance solutions. Comparable multi-service wealth distribution model.
- LPL Financial: Largest independent broker-dealer in the U.S., providing wealth advisory, asset management, and financial planning infrastructure to independent advisors and their clients. Directly comparable in enabling integrated wealth services delivery.
- Edelman Financial Engines: Large national RIA combining financial planning, fee-based asset management, and wealth advisory for mass-affluent and HNW clients. Comparable integrated fee-based model.
- Cambridge Investment Research: Independent broker-dealer/RIA platform supporting advisors in delivering financial planning, securities, and asset management services. Comparable as an enabling platform for multi-service wealth firms.
- Fisher Investments: Large independent asset manager and RIA providing portfolio management and wealth advisory to HNW and institutional clients. Comparable fee-based asset management focus, though at substantially larger scale.
Others
- Focus Financial Partners: RIA aggregator partnering with independent wealth management firms, providing capital, infrastructure, and M&A liquidity. Relevant as a likely acquirer of small RIAs like U.S. Wealth Management and as a structural force shaping the firm's strategic options.
Market position
Customer concentration
U.S. Wealth Management social profiles
Digital presenceU.S. Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
U.S. Wealth Management leadership team
Management profileNumber of profiles
U.S. Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
U.S. Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about U.S. Wealth Management
What does U.S. Wealth Management do?
U.S. Wealth Management provides financial planning, insurance, fee-based asset management, personalized financial advice, and securities services. The firm operates as a private wealth advisory practice serving individual clients with bundled financial solutions.
When was U.S. Wealth Management founded?
U.S. Wealth Management was founded in 1997. It employs 11 to 50 people.
Where is U.S. Wealth Management based?
U.S. Wealth Management is headquartered in Braintree, United States, in the North America region.
Who are U.S. Wealth Management's main competitors?
Direct peers on record are Creative Planning, Mariner Wealth Advisors and Sanctuary Wealth. Broad incumbents are Commonwealth Financial Network, Cetera Financial Group, LPL Financial, Edelman Financial Engines, Cambridge Investment Research and Fisher Investments. Focus Financial Partners is listed as an others.
Does U.S. Wealth Management have an API?
No public API is recorded for U.S. Wealth Management.
What industry is U.S. Wealth Management in?
U.S. Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.