FFT Wealth Management is an investment advisor in Philadelphia with $2.50 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-70638
FINRA CRD number
151225
AUM ?
$2.50 bn
(as of 18 Apr 23)
Accounts
296
(as of 18 Apr 23)
Employees
26
(14 investment advisory or research)
Address
FFT Wealth Management
ONE TOWER BRIDGE, 100 FRONT STREET
SUITE 1300
WEST CONSHOHOCKEN
PA 19428
ONE TOWER BRIDGE, 100 FRONT STREET
SUITE 1300
WEST CONSHOHOCKEN
PA 19428
Office hours
Monday - Friday, 9 AM TO 5 PM
Phone
610-545-6100
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
FWM Holdings, LLC | Managing Member | 07/2011 | > 75% |
Gregorchuk, Paul, Scott | Vice Chairman | 01/2017 | < 5% |
Bloomfield, Keith, Mitchell | Chief Executive Officer | 01/2017 | < 5% |
Mehalko, Andrew, Patrick | Chief Investment Officer | 01/2019 | < 5% |
Stanhope Capital (Switzerland) Sa | Member | 02/2021 | > 75% |
Stanhope Capital Group Sa | Shareholder | 02/2021 | > 75% |
Pinto, Daniel, Emile | Controller | 04/2018 | 50-75% |
Gearhart, William, Ragnar | Chief Compliance Officer | 03/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21