$44.3M Total AUM
$43.8M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-02-2007
- Office Locations
- 1
Office Locations
201 Corte Madera AVE Corte Madera CA
About Aikapa
Aikapa is a Corte Madera, CA fiduciary RIA supporting small business owners and families with tailored financial planning and ongoing wealth management. The firm emphasizes a long-term, goals-based process—building and implementing a plan, then updating it annually to keep clients on track. Charles Schwab is the primary custodian, and portfolios commonly incorporate ETFs.
Team overview
58 AVG AGE
$44.3M AVG AUM / ADVISOR
$885.6K AVG AUM / CLIENT
18.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Atlas Value insight
Client Personas
Optima
Investment Themes
Momentum value
Investment Vehicles
Prime
Services
Eagle North optima Summit fusion Horizon element Timber Vital Vital Zenith ember Ridge focus
Owner & Executives
E
EDI ALVAREZ
Certified Financial Planner, Chief Compliance Officer, Principal
- CRD
- #5411952
- Ownership
- 75% or more
(428) 597-3443
value.pathway@momentumcapital.com
in linkedin.com/in/signal-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,814,857 | -- |
| Non-Discretionary | $467,210 | -- |
| Total | $44,282,067 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,282,067
Equity - Exchange:
19.5% Equity - OTC:
20.8% Cash:
59.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,456,664,635 | 19.5% |
| Equity - OTC | $1,553,775,611 | 20.8% |
| Cash | $4,459,634,805 | 59.7% |
| Total | $7,470,075,051 | 100.0% |