4
CRD: 332829
49th Parallel Wealth Management
$9.4M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
9375 E. Shea Blvd. Suite 113d Scottsdale AZ
About 49th Parallel Wealth Management
49th Parallel Wealth Management is a Scottsdale-based RIA. The firm has been operating for 1 years. Managing $9.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$9.4M AVG AUM / ADVISOR
$408.2K AVG AUM / CLIENT
1.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Focus frontier Focus
Investment Themes
Peak Radial Insight focus Fusion pathway
Investment Vehicles
North vital
Services
Ember Beacon Ridge Delta vital Insight insight Peak momentum Value zenith
Owner & Executives
LUCAS MITCHELL WENNERSTEN
Chief Compliance Officer
- CRD
- #5413961
- Ownership
- 50% but less than 75%
(726) 579-4703
ember.element@timbercapital.com
in linkedin.com/in/fusion-zenith
S
Shakorah Mae Wennersten
--
- CRD
- --
- Ownership
- 50% but less than 75%
(266) 734-6181
radial.zenith@insightcapital.com
in linkedin.com/in/foundation-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,388,353 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,388,353 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,388,353
Equity - Exchange:
12.5% Public Funds:
44.0% Cash:
43.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $962,639,563 | 12.5% |
| Public Funds | $3,388,491,261 | 44.0% |
| Cash | $3,349,985,678 | 43.5% |
| Total | $7,701,116,502 | 100.0% |