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Alongside Wealth Advisors, LLC

Alongside Wealth Advisors, LLC. CRD 323235

Alongside Wealth Advisors, LLC logo

CRD: 323235

Alongside Wealth Advisors, LLC

Nolensville, TN
8658033334
www.alongsidewealthadvisors.com
$85.3M Total AUM
$85.3M Disc. AUM
-- 3Y CAGR
2 Employees
89 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
11-09-2022
Office Locations
1

Office Locations

-- Nolensville TN

About Alongside Wealth Advisors, LLC

Alongside Wealth Advisors, LLC is a Nolensville, TN-based RIA delivering comprehensive wealth management: balance sheet and cash-flow planning, retirement modeling, proactive tax planning, insurance/risk management, and estate/legacy planning alongside investment management. The firm supports couples and families with an emphasis on continuity for surviving spouses and clear communication, and offers a client portal via eMoney; custodians include Fidelity/NFS.

Team overview

36 AVG AGE
$42.6M AVG AUM / ADVISOR
$958.3K AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Catalyst north Horizon Optima north Catalyst Vital ridge Glacier Meridian legacy Vital Pathway vital Vector vital Capital focus

Client Personas

Horizon wave Signal fusion

Investment Themes

Pioneer North Quantum

Investment Vehicles

Capital

Platform

Optima

Services

Capital harbor Vital crest Oak foundation Momentum peak Crest Oak North value Atlas quantum Oak signal

Owner & Executives

A

ANDREW TYLER CLEMENT

Chief Compliance Officer, Managing Member, Owner

CRD
#6426113
Ownership
75% or more
(355) 664-6550
legacy.peak@peakcapital.com
in linkedin.com/in/harbor-focus

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Contacts

C

CHRISTOPHER JORDAN LIM

Financial Advisor, General Partner

CRD
#6154172
(687) 579-1037
vector.legacy@momentumcapital.com
in linkedin.com/in/zenith-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $85,289,867 --
Non-Discretionary $0 --
Total $85,289,867 --

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Separately Managed Accounts

Total SMA Asset: $85,289,867

$85.3M Total SMA
Public Funds:
19.0%
Equity - Exchange:
26.7%
Cash:
22.0%
Municipal Bonds:
32.3%
Asset class Assets Assets %
Public Funds $305,227,796 19.0%
Equity - Exchange $428,925,377 26.7%
Cash $353,421,659 22.0%
Municipal Bonds $518,887,254 32.3%
Total $1,606,462,086 100.0%

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