Meaghan
Wirtz

Vivaldi Capital Management Lp

CRD#6086471
Investment Advisor
in Chicago, IL

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About this Advisor

Meaghan Wirtz is a financial advisor working in Chicago, Illinois, who has been in the industry for 10 years. Wirtz is an advisor for Vivaldi Capital Management Lp. The advisor has gained experience at Leslie Global Wealth, Lpl Financial LLC, Ubs Financial Services Inc and Vivaldi Capital Management, LLC. Wirtz maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Vivaldi Capital Management Lp is an advisory business operating in Chicago, Illinois. The company has offices in four locations and a total of 50 employees. It handles $3 billion in assets under management across its 5,505 accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 5,505 accounts, 68% belong to high-net-worth individuals who have more than $1 million in investable assets. The company has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees depend on the financial services provided. However, fee types charged by Vivaldi Capital Management Lp likely consist of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

225 West Wacker Suite 2100
Chicago, IL 60606

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Vivaldi Capital Management Lp Brokerage Details

Total Assets Under Management

$3,328,894,632

IL Average: $6,674,516,078
Total Number of Employees

50

IL Average: 44
Total Number of Accounts

5,505

IL Average: 2,564
Average Account Size

$604,704

IL Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Meaghan Wirtz Work History

Meaghan has 10 years of experience.

2018 - Present (5 years)

Vivaldi Capital Management, LLC

2014 - 2018 (4 years)

Ubs Financial Services Inc

2012 - 2014 (2 years)

Leslie Global Wealth

2012 - 2014 (2 years)

Lpl Financial LLC

Disclosures

Meaghan Wirtz has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Vivaldi Capital Management Lp

Michael Peck
Chicago, IL
Meaghan Wirtz
Chicago, IL
Brian Quinn
Chicago, IL
David Sternberg
Chicago, IL
Randal Golden
Chicago, IL
Asha Goldstein
Chicago, IL
John Eberle
Chicago, IL
David Allen
Chicago, IL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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