Vivaldi Capital Management Lp
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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
Years of Experience
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Vivaldi Capital Management Lp Brokerage Details
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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.
Vivaldi Capital Management, LLC
Ubs Financial Services Inc
Leslie Global Wealth
Lpl Financial LLC
Meaghan Wirtz has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Vivaldi Capital Management Lp
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 email@example.com.
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