Tangible Wealth Solutions

What Tangible Wealth Solutions does

Tangible Wealth Solutions is a private financial advisory firm founded in 2016 and headquartered in Greenwood Village, Colorado, that serves accredited investors seeking exposure to alternative investments. The firm distributes DST 1031 exchange replacement properties, private placement securities, oil & gas royalty and working interest programs, Opportunity Zone funds, and tax-efficiency strategies. Securities are offered exclusively through registered representatives of Emerson Equity LLC, a FINRA/SIPC member broker-dealer, which provides the regulatory framework required to place clients into Regulation D private offerings.

The firm's product set centers on tax-deferred and tax-advantaged real estate and energy investments. Its flagship offering is DST 1031 exchange replacement property placement, supplemented by private placements and alternative funds (real estate funds, oil & gas partnerships), oil & gas royalty and working interest services, comprehensive wealth planning that coordinates multiple investment vehicles, and tax strategies including leveraged bonus depreciation and charitable tax-equity structures. The firm does not develop proprietary technology; distribution is handled through direct, representative-led discovery consultations, a professional partner referral network (financial advisors, CPAs, realtors, estate attorneys), and an educational knowledge center of videos, white papers, and CE courses.

Tangible Wealth Solutions earns revenue through fund placement commissions paid by the issuing investment companies — DST sponsors, private placement issuers, and oil & gas program operators — rather than through advisory fees charged to investors. With 1–10 employees (nine named professionals led by CFP®-certified founder Ryan Finch), the firm has cumulatively placed 300+ clients into $175M+ in alternative investment transactions since founding. The firm is privately held by its founder and partners with no disclosed external institutional ownership or venture funding.

Name

Tangible Wealth Solutions

Legal name

Tangible Wealth Solutions

Website

https://tangiblewealthsolutions.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Tangible Wealth Solutions is a Colorado-based financial advisory firm that helps accredited investors access alternative investments — DST 1031 exchanges, private placements, oil & gas royalties, and Opportunity Zone funds — distributed through Emerson Equity LLC via a partner-referral and consultation-led model.

Ownership category

akta.pro rank

Product category

Alternative Investment Advisory

NAICS

Other Investment Pools and Funds (5259), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Real Assets Fund of Funds (Real Estate / Infrastructure / Natural Resources FoF) (FSAHAKAG)

Keywords

• Alternative investments advisory
• 1031 exchange services
• Private placement funds
• Oil gas royalties
• Wealth preservation planning

Headquarters

HQ city

Greenwood Village

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others, Technology or R&D, Infrastructure

Revenue model

1. Fund Placement Commissions: Commissions are paid by investment companies (DST sponsors, private placement issuers, oil & gas programs) to Tangible Wealth Solutions for placing investors in their offerings. This aligns firm incentives with investor outcomes as they only succeed when investors invest with confidence.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Tangible Wealth Solutions is a financial advisory firm that places accredited investors into alternative investments, including DST 1031 exchange replacement properties, Regulation D private placements and alternative funds, oil & gas royalty and working interests, and Opportunity Zone fund investments. Services are delivered through free discovery consultations and strategy reviews, with securities offered via registered representatives of Emerson Equity LLC (FINRA/SIPC). The firm also coordinates broader tax-efficiency and wealth-preservation planning across multiple investment vehicles.

Product overview

Tangible Wealth Solutions is a financial advisory firm offering a portfolio of alternative investment products for accredited investors. The core offering centers on DST 1031 Exchange services (Delaware Statutory Trust replacement properties for tax-deferred real estate exchanges), supplemented by Private Placements & Alternative Funds (Regulation D private market investments), Oil & Gas Investment Services (royalty and working interests), Comprehensive Wealth Solutions (holistic planning), Tax Strategies (depreciation, charitable structures, Opportunity Zones), and Opportunity Zone Fund Investments. Securities are offered through Emerson Equity LLC, a FINRA/SIPC member broker-dealer. All products are illiquid, private placement securities available exclusively to accredited investors.

Differentiator

Problem solved

Functional benefit

Products and services

• DST 1031 Exchange Replacement Properties Delaware Statutory Trust (DST) 1031 exchange replacement properties that allow accredited investors to defer capital gains taxes while holding passive beneficial interests in institutional-grade real estate, without active property management responsibilities. Available only through Emerson Equity LLC (FINRA/SIPC) and only to verified accredited investors.
• Private Placements & Alternative Funds Private market investments including real estate funds, oil & gas partnerships, and other alternative strategies offered under SEC Regulation D, accessible only to accredited investors through Emerson Equity LLC.
• Oil & Gas Investment Services Oil and gas royalty and working interest investments offering potential tax deductions, income streams, and energy sector diversification for accredited investors. Includes Royalty Interests (passive, 1031 eligible) and Working Interests (active, IDC deductions).
• Comprehensive Wealth Solutions and Tax Strategies Holistic wealth preservation and tax efficiency planning that coordinates multiple investment strategies (including 1031 exchanges, private placements, and oil & gas investments) and tax tools such as leveraged bonus depreciation, 1031 exchanges into DST replacement properties, charitable donation overlays, oil & gas intangible drilling cost deductions, and Opportunity Zone fund investments, aligned with each client's long-term financial goals.
• Opportunity Zone Fund Investments Qualified Opportunity Zone (QOZ) fund investments offering accredited investors potential capital gains tax deferral, basis step-up, and partial exclusion of appreciation on Opportunity Zone investments held long-term (typically 10+ years).

Quantifiable outcome

• $175M+ in alternative investment transactions facilitated
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Emerson Equity LLCcoreChannel Partner/ Reseller/ DistributorSecurities broker-dealer through which Tangible Wealth Solutions' registered representatives offer private placements, 1031 exchanges, DST opportunities, oil & gas royalties, and other alternative investments to accredited investors in compliance with federal securities regulations. Member FINRA/SIPC.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Cetera Financial Group: Large independent broker-dealer and RIA network serving advisors with broad alternative investment capabilities; comparable as scaled channel for alts placement but far larger and broader than TWS.
• Kestra Financial: Independent wealth platform supporting advisors with alts and tax-advantaged strategies including private placements and alternatives; overlaps with TWS's product set at scale.
• Cambridge Investment Research: Large independent broker-dealer and RIA with dedicated alts desk offering private placements, DSTs, and oil & gas; competes for similar accredited investor placements.
• Mercer Advisors: National RIA with alternative investment solutions and tax planning overlay; comparable alt-wealth positioning for accredited clients.
• Edelman Financial Services: Large RIA offering comprehensive wealth planning including alternative strategies; serves a similar accredited investor base but at far greater scale.
• Wealth Enhancement Group: Multi-billion-AUA RIA with growing alts practice serving HNW households; competes for similar advisor-referred alt mandates.

Direct peers

• Mainstay Capital Group: Independent RIA specializing in alternative investments (private placements, real estate, energy) for accredited investors; nearly identical customer and product focus to TWS.
• IPX 1031 Investment Exchange: Specialist 1031 exchange placement firm serving accredited investors with DSTs and like-kind replacement property solutions; directly comparable to Tangible Wealth Solutions' DST 1031 practice.
• 1031 Capital Corporation: Direct 1031 exchange intermediary specializing in DSTs and private placement real estate; mirrors TWS's core 1031/DST placement model.

Others

• Dynasty Financial Partners: TAMP/tech-enabled platform serving independent advisors; adjacent ecosystem participant that could route advisor partners toward TWS or compete for the same alts referrals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tangible Wealth Solutions