FFT Wealth Management LLC

FFT Wealth Management LLC is a Delaware-based Limited Liability Company with a team of 24 employees, including 13 advisory experts. The firm has an approved SEC status and has been registered since October 7, 2009, although the number of clients served by the company is unknown.

• ANDREW PATRICK MEHALKO

  CO-CHIEF INVESTMENT OFFICER owns less than 5%

• CHRISTOPHER LEITH FAGLEY

  CHIEF OPERATING OFFICER owns less than 5%

• FWM HOLDINGS, LLC

  MANAGING MEMBER owns 75% or more

• JAMES CLEMENT MCGRATH

  CO-CHIEF INVESTMENT OFFICER owns less than 5%

• KATHLEEN ELIZABETH KEATING

  CHIEF COMPLIANCE OFFICER owns less than 5%

• KEITH MITCHELL BLOOMFIELD

  CHIEF EXECUTIVE OFFICER owns less than 5%

• PAUL SCOTT GREGORCHUK

  EXECUTIVE CHAIRMAN owns less than 5%

• 400 ACQUISITION LLC

  MEMBER owns more than 25% but less than 50%

• 76 WEST HOLDINGS LLC

  MEMBER owns more than 25% but less than 50%

• ERIC STUART SCHWARTZ

  MEMBER owns 75% or more

• WEALTH PARTNERS CAPITAL GROUP

  MEMBER owns 75% or more

• HC Capital Partners LLC
• Bristol Advisors LLC
• Permit Capital Advisors LLC
• LGL Partners LLC
• Baldwin Investment Management LLC
• BALA Capital Group LLC
• Verdis Investment Management LLC
• Permit Capital LLC
• Miller Investment Management LP
• SAGE Financial Group Inc

• Fft Wealth Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

• ISHARES TR CORE S&P MCP ETF $49,946k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $30,056k
• SPDR S&P 500 ETF TR TR UNIT $24,028k
• ISHARES TR CORE S&P SCP ETF $20,154k
• ISHARES TR CORE S&P500 ETF $18,152k
• VANGUARD INDEX FDS REAL ESTATE ETF $16,628k
• DB COMMODITY INDEX TRACKING $13,342k
• ISHARES $12,756k
• ALPS ALERIAN MLP ETF $8,136k
• VANGUARD INTL EQUITY INDEX FD $8,019k