RX Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
RX Wealth Management provides portfolio management and financial planning services to pooled or institutional accounts while also noting the capacity to advise individuals and high-net-worth clients. The firm prepares written investment policy statements, offers both discretionary and non-discretionary management, and works with a range of investments including mutual funds, ETFs, fixed income, real estate funds, private placements and other alternative vehicles.
The firm’s investment approach draws on multiple analytical methods—charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis—and emphasizes long-term trading and regular portfolio monitoring. It documents client objectives and risk tolerances in an Investment Policy Statement and seeks to allocate investment opportunities on a fair and equitable basis across accounts.
RX Wealth Management’s practices include some features that are uncommon among peers: in addition to asset-based management, it offers hourly and fixed-fee financial planning services, and it discloses that a supervised person is licensed to accept outside compensation for the sale of investment products, a potential conflict of interest. The brochure also reported no assets under management as of its filing date and indicates the firm does not aggregate trades across client accounts.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Annuities
Real estate investing
Fee options
Between $150 and $2,500 for financial planning
$250,000 - $2,000,000: 0.75% $2,000,001+: 0.50%
$150 per hour
Account minimum: $250,000
Main office location
RX Wealth Management
Kennewick WA, United States
Number of offices
1
Most active in
RX Wealth Management has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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