3
CRD: 315849
3RD Level Wealth
Hutchinson, KS, 67501
6208996210
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-27-2021
- Office Locations
- 1
Office Locations
10 S. Main St., Suite 4 Hutchinson KS
About 3RD Level Wealth
3RD Level Wealth is a Hutchinson-based RIA. The firm has been operating for 4 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$71.4K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Open the full profile to inspect shifts in unison zenith.
See the complete signal summary connected to glacier.
Open the full profile to inspect shifts in matrix bridge.
Unlock to see real insight on pioneer peak.
Unlock to see real insight on harbor capital.
Full visibility includes strategy notes for legacy optima.
Unlock to see real insight on harbor signal insight.
Request access to benchmark trends tied to north capital.
Asset Classes
Peak frontier Wave beacon
Investment Themes
Beacon optima Oak
Investment Vehicles
Delta north
Services
Quantum Atlas
Owner & Executives
SHAWN M POWELL
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #5899075
- Ownership
- 75% or more
(922) 614-2085
legacy.radial@vitalcapital.com
in linkedin.com/in/wave-quantum
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,000,000
Public Funds:
56.5% Cash:
43.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,529,160,951 | 56.5% |
| Cash | $1,947,230,112 | 43.5% |
| Total | $4,476,391,063 | 100.0% |