$79.1M Total AUM
$75.9M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
15 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Vertex insight
- Established Date
- 07-13-2010
- Office Locations
- 1
Office Locations
9191 Sheridan Blvd #181 Westminster CO
About ACE Wealth Partners, LLC
ACE Wealth Partners is a Colorado-based, fee-only RIA providing holistic financial planning and ongoing wealth management for individuals and business owners. The team builds and monitors tailored, efficiency-focused portfolios using disciplined asset allocation with fundamental and technical inputs, adjusting as markets and risk tolerance change. Custodied on Altruist.
Team overview
-- AVG AGE
$79.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
15.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Investment Themes
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Technology
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Owner & Executives
K
KEVIN JOHN MCNAB
Chief Compliance Officer, President, Wealth Management Advisor
- CRD
- #3004598
- Ownership
- 75% or more
(315) 801-5304
vital.signal@ridgecapital.com
in linkedin.com/in/momentum-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,910,000 | -- |
| Non-Discretionary | $3,149,000 | -- |
| Total | $79,059,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,059,000
Equity - Exchange:
46.0% Public Funds:
39.3% Cash:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,614,915,098 | 46.0% |
| Public Funds | $3,088,394,855 | 39.3% |
| Cash | $1,155,201,129 | 14.7% |
| Total | $7,858,511,082 | 100.0% |