Meaghan
Wirtz
Vivaldi Capital Management Lp
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About this Advisor
Meaghan Wirtz is a financial advisor based in Chicago, Illinois, working with Vivaldi Capital Management Lp. Meaghan has previously held positions at UBS Financial Services Inc and Vivaldi Capital Management, LLC. Meaghan has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Meaghan is part of Vivaldi Capital Management Lp, which operates out of Chicago, Illinois. The firm has 4 offices and 57 employees. The firm manages assets totaling $3.7 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Vivaldi Capital Management Lp includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Vivaldi Capital Management Lp Brokerage Details
$3,727,839,086
57
6,627
$562,523
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
Vivaldi Capital Management, LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Meaghan Wirtz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vivaldi Capital Management Lp
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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