$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-31-2017
- Office Locations
- 1
Office Locations
-- Corona CA
About Ambrosia Herb TEA, LLC
AMBROSIA HERB TEA, LLC is a California-based RIA providing wealth management, retirement planning, and estate strategy with ongoing portfolio construction and risk management. The practice serves entrepreneurs and executives, peak-career professionals, pre-retirees and retirees, and high-net-worth individuals. Portfolios are primarily implemented with ETFs, with custody through Charles Schwab.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$126.0K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
David Young
Chief Operating Officer, Manager
- CRD
- #6809359
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,259,589 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,259,589 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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