$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-08-2025
- Office Locations
- 1
Office Locations
-- Tucson AZ
About 6|21 Private Wealth
6|21 Private Wealth is a Tucson-based RIA. The firm has been operating for 1 years. Managing $12.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
-- AVG AGE
$12.1M AVG AUM / ADVISOR
$863.2K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
James Lee Rayroux
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- CRD
- #4904019
- Ownership
- 75% or more
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N
Nicholas Daniel Pietro Gelso
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- CRD
- #7161064
- Ownership
- 10% but less than 25%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,085,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,085,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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