A
CRD: 324482
Akkadian Wealth LLC
Scottsdale, AZ, 85260
4807574180
$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2023
- Office Locations
- 1
Office Locations
8350 E. Raintree Dr. STE 245 Scottsdale AZ
About Akkadian Wealth LLC
Akkadian Wealth LLC is a Scottsdale-based RIA. The firm has been operating for 3 years. Managing $5.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$279.1K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Client Personas
Capital
Investment Themes
Focus Vertex peak
Investment Vehicles
Vital zenith Vertex
Services
Vital Matrix Unison Vital Harbor Frontier beacon Timber quantum
Owner & Executives
FANAR NISSAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5988546
- Ownership
- 75% or more
(906) 277-3935
wave.capital@matrixcapital.com
in linkedin.com/in/vital-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,023,210 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,023,210 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,023,210
Equity - Exchange:
15.4% Cash:
33.7% U.S. Government/Agency:
12.0% Municipal Bonds:
38.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,004,174,170 | 15.4% |
| Cash | $2,197,446,073 | 33.7% |
| U.S. Government/Agency | $782,473,379 | 12.0% |
| Municipal Bonds | $2,536,517,871 | 38.9% |
| Total | $6,520,611,493 | 100.0% |