$3.2M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-21-2015
- Office Locations
- 1
Office Locations
-- Richardson TX
About Ahmeti Wealth Management, LLC
Ahmeti Wealth Management is a Dallas-area advisor led by Jetmir Ahmeti providing asset and wealth management and goal-based financial planning (retirement, education, charitable and legacy planning). The firm uses a disciplined, systematic portfolio construction and ongoing monitoring/rebalancing approach, with an ETF-centric allocation, and supports accounts on platforms such as Altruist.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$152.4K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JETMIR AHMETI
Managing Member
- CRD
- #5568499
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,800,000 | -- |
| Non-Discretionary | $400,000 | -- |
| Total | $3,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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