A
$37.3M Total AUM
$37.3M Disc. AUM
-- 3Y CAGR
3 Employees
34 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2020
- Office Locations
- 1
Office Locations
6110 Colleyville Blvd Ste106 Colleyville TX
About Allen Wealth Advisors
ClearPoint Wealth Management is a fee-only fiduciary advisory firm focused on retirees and pre-retirees (typically $1M+ investable assets). The team builds low-cost, diversified portfolios and a safe-yet-dynamic withdrawal plan, pairing it with proactive tax and estate/legacy planning. A notable hook is its Free Retirement Review and Retirement Spending Assessment guide.
Team overview
-- AVG AGE
$12.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Delta glacier
Investment Themes
Pioneer Vital
Investment Vehicles
Vector
Services
Delta Fusion capital Momentum Fusion Bridge Radial horizon Ember pioneer
Owner & Executives
R
Ross Benjamin Miller
Chief Compliance Officer, Owner, PARTNER
- CRD
- #7252800
- Ownership
- 75% or more
(558) 745-1757
peak.pathway@bridgecapital.com
in linkedin.com/in/signal-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,300,489 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,300,489 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,300,489
Public Funds:
38.5% Cash:
61.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,260,843,403 | 38.5% |
| Cash | $5,208,879,721 | 61.5% |
| Total | $8,469,723,124 | 100.0% |