A
$878.6M Total AUM
$878.6M Disc. AUM
-- 3Y CAGR
3 Employees
2,122 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2024
- Office Locations
- 10
Office Locations
101 Central Expressway S STE 175 Allen TX
105 Decker Ct. Suite 730 Irving TX
13200 Globe DR STE 114 MT Pleasant WI
About Alongside, LLC
Alongside, LLC is a Austin-based RIA with 10 offices. The firm has been operating for 1 years. Managing $878.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
40 AVG AGE
$292.9M AVG AUM / ADVISOR
$414.0K AVG AUM / CLIENT
0.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
LUCAS WALTER MILLER WINSKOWSKI
President
- CRD
- #4640493
- Ownership
- Less than 5%
Available
Available
Available
DANIEL WOHLGEMUTH
Chief Risk Officer
- CRD
- #2788404
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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CHRISTA DIANNE BASS
Financial Advisor
- CRD
- #6269088
Available
Available
Available
B
Brandon Terry Boyer
--
- CRD
- #8137234
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $878,611,865 | $225,112 |
| Non-Discretionary | $0 | -- |
| Total | $878,611,865 | $225,112 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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