Advisor at Atwima Wealth Management LLC
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Firm
Atwima Wealth Management LLC
Location
Sacramento, CA 95825
Credentials
CFA®
Industry experience
1 year
Kwadwo Osei is a CFA® charterholder and the sole principal of Atwima Wealth Management LLC, with one year of experience in the financial industry. He previously worked at Integrity Growth Partners as Vice President of Finance and Chief Compliance Officer, and has held roles at CIM Group and Citizens Financial Group. Osei maintains a full-time finance and compliance position at Integrity Growth Partners, a private equity firm. Atwima Wealth Management LLC provides asset management and financial planning services to individuals and small business owners, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, and cryptocurrency. The firm employs both fundamental and technical analysis and manages accounts on a non-discretionary basis, incorporating various investment strategies and alternative investments.
Based on Atwima Wealth Management LLC
Fixed fee range for financial planning and consulting: $2,500 - $20,000
$250,000 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 0.75%
Negotiable hourly rate for financial planning and consulting services
3400 Cottage Way, Ste G2
Sacramento, CA 95825
California · Massachusetts · New York
Atwima Wealth Management LLC
2024 - Present (2 years)
Integrity Growth Partners
2021 - Present (5 years)
CIM Group
2017 - 2021 (4 years)
Citizens Financial Group
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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