This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- RidgeGlacier insight
- Established Date
- 07-02-2020
- Office Locations
- 1
Office Locations
About ABW, LLC
Arthur Blake Wealth, LLC is a fiduciary-led wealth management firm focused on retirement, legacy and tax-efficient planning for families, business owners and other professionals. The team combines traditional planning with insurance-focused strategies, including its Dual Interest Banking approach, “safe money” investing, and executive life settlements to support liquidity and manage downside risk. Emphasizes client education; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DWAIN ARTHUR BLAKE
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2957249
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Harry Eliot Goode
--
- CRD
- #7169913
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,184,971 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,184,971 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $13,184,971
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $629,194,449 | 9.3% |
| Public Funds | $1,292,216,557 | 19.1% |
| U.S. Government/Agency | $1,474,885,913 | 21.8% |
| Corporate - Investment Grade | $432,994,030 | 6.4% |
| Cash | $1,529,010,167 | 22.6% |
| Other | $1,407,230,597 | 20.8% |
| Total | $6,765,531,713 | 100.0% |