$68.7M Total AUM
$66.8M Disc. AUM
-- 3Y CAGR
2 Employees
116 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FrontierGlacier north +more
- Established Date
- 06-11-2018
- Office Locations
- 1
Office Locations
429 S. Main Street Rochester MI
About Advize Wealth Management
Advize Wealth Management is a Rochester-based RIA. The firm has been operating for 8 years. Managing $68.7M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Betterment. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
30 AVG AGE
$34.4M AVG AUM / ADVISOR
$592.4K AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Pioneer wave Beacon radial
Client Personas
Delta zenith
Custodian
Summit matrix
Investment Themes
Oak Meridian Eagle
Investment Vehicles
Element
Services
Vital Optima summit Radial atlas Momentum Peak Foundation wave Vector
Technology
Unison wave Fusion Value Glacier
Owner & Executives
COLIN JAY OVERWEG
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6405769
- Ownership
- 75% or more
(565) 634-4109
vector.catalyst@foundationcapital.com
in linkedin.com/in/zenith-momentum
Showing 1 of 1 owners & executives
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S
Scott Randall Nicholson
Financial Advisor
- CRD
- #1862660
(897) 933-7636
beacon.zenith@quantumcapital.com
in linkedin.com/in/crest-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,843,500 | -- |
| Non-Discretionary | $1,873,960 | -- |
| Total | $68,717,460 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,717,460
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,924,601,775 | 100.0% |
| Total | $4,924,601,775 | 100.0% |