This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Pioneer optimaSummit +more
- Established Date
- 07-24-2020
- Office Locations
- 3
Office Locations
About Allstreet Wealth
AllStreet Wealth provides ongoing, full-service financial planning and investment management for founders and business owners, especially those with complex tax situations. The firm emphasizes proactive tax planning, equity compensation guidance, and business planning alongside goal-aligned portfolio construction. It operates on a no-commission model and commonly custodies on platforms like Altruist and Schwab, with portfolios largely implemented using ETFs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Treyton James DeVore
Co-founder, Financial Advisor, General Partner
- CRD
- #7268019
- Ownership
- 50% but less than 75%
Thomas Kopelman
Chief Compliance Officer, Co-founder, Financial Advisor
- CRD
- #6932202
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Ryan Patrick Dolan
Paraplanner
- CRD
- #7817612
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,145,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,145,340 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $65,145,340
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $662,947,701 | 40.0% |
| Cash | $994,421,552 | 60.0% |
| Total | $1,657,369,253 | 100.0% |