$92.6M Total AUM
$92.6M Disc. AUM
-- 3Y CAGR
2 Employees
43 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-06-2016
- Office Locations
- 1
Office Locations
7700 Georgetown Road Suite 320 Bethesda MD
About Alikos Wealth Management, LLC
Alikos Wealth Management is a fee-only Registered Investment Advisor delivering research-based, long-term investment management. The firm supports individuals and families as well as corporations, qualified retirement plans, partnerships, and not-for-profits, with custody relationships including Fidelity and Schwab.
Team overview
30 AVG AGE
$46.3M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
10.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
P
Peter Thomas Ryan
Investment Advisor, PRINCIPAL
- CRD
- #6618181
- Ownership
- 50% but less than 75%
Available
Available
Available
Daniel Timothy Ryan
Chief Compliance Officer, Investment Advisor
- CRD
- #6618180
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,623,251 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,623,251 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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