$197.7M Total AUM
$174.8M Disc. AUM
15.3% 3Y CAGR
3 Employees
138 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- Timber
- Established Date
- 07-07-2015
- Office Locations
- 1
Office Locations
1399 Ashleybrook Lane, Suite 120 Winston-Salem NC
About Accruent Wealth Advisors
Accruent Wealth Advisors is a Winston-Salem-based RIA. The firm has been operating for 11 years. Managing $197.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Charitable Giving, Equity Compensation.
Team overview
32 AVG AGE
$65.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Ember harbor Ember
Client Personas
Optima harbor Pioneer Summit glacier
Custodian
Summit capital Ridge crest Glacier Ember eagle Pioneer peak
Fund Managers
Delta
Investment Themes
Focus Matrix Oak Alpha frontier
Investment Vehicles
Oak delta Prime
Platform
Wave
Services
Oak Glacier Vital Unison North Alpha Peak fusion Horizon legacy Insight alpha Optima peak Peak radial Pioneer Element
Technology
Legacy
Owner & Executives
DAVID JOESPH KLEPEISZ
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5609018
- Ownership
- 75% or more
(450) 653-7145
bridge.timber@elementcapital.com
in linkedin.com/in/zenith-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
Weston Claude Bryan
Associate Advisor
- CRD
- #7856443
(444) 549-5653
foundation.momentum@foundationcapital.com
in linkedin.com/in/harbor-prime
NATHAN Jeffery SNOW
Advisor
- CRD
- #6513402
(439) 251-1898
unison.harbor@summitcapital.com
in linkedin.com/in/delta-radial
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,757,434 | $329,731 |
| Non-Discretionary | $22,967,159 | $216,671 |
| Total | $197,724,593 | $310,888 |
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Separately Managed Accounts
Total SMA Asset: $197,724,593
Public Funds:
22.0% Equity - Exchange:
14.4% U.S. Government/Agency:
17.5% Equity - OTC:
5.2% Cash:
21.6% Corporate - Investment Grade:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $947,359,744 | 22.0% |
| Equity - Exchange | $620,090,014 | 14.4% |
| U.S. Government/Agency | $753,581,614 | 17.5% |
| Equity - OTC | $223,921,394 | 5.2% |
| Cash | $930,135,021 | 21.6% |
| Corporate - Investment Grade | $831,092,867 | 19.3% |
| Total | $4,306,180,654 | 100.0% |