RW
CFP
RW
CFP

Rosemary Soto Wright

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
319 clients
Average Client Portfolio
$353K average
Assets Under Management
$112.6M

Fee Structure

Minimum Investment:$1M
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Location

Bee Cave, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rosemary is a membership director for Lantana Ladies Leagues, a 501(c)(3) organization, since 2020. She dedicates minimal time to this activity.

Employment History
Current Registrations
Whitwell Advisors
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Compound Planning
July 2022 - January 2025 · 2 yrs 6 mos
Belpointe Asset Management LLC
March 2021 - July 2022 · 1 yr 4 mos
National Wealth Partners LLC
May 2019 - April 2021 · 1 yr 11 mos
Piascik Advisors, INC
February 2005 - March 2005 · 1 mo
Wachovia Securities, LLC
June 2000 - September 2004 · 4 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Rosemary Soto Wright - Financial Advisor | TrueAdvisor