$15.7M Total AUM
$15.7M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak
- Established Date
- 08-01-2023
- Office Locations
- 1
Office Locations
-- Lake Orion MI
About Ametrine Wealth
Ametrine Wealth is a Michigan-based RIA offering financial planning and investment management, founded by CFP Carla Adams (15+ years in wealth management; Chicago Booth MBA). The firm focuses on high-achieving women and mid-career families, including clients with equity compensation—especially RSUs—and emphasizes a holistic, judgment-free planning process paired with ongoing portfolio management. Custodies with Charles Schwab.
Team overview
39 AVG AGE
$15.7M AVG AUM / ADVISOR
$874.8K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Insight signal
Custodian
Quantum unison
Investment Themes
Delta Vital foundation Pathway atlas Harbor focus Legacy vertex
Investment Vehicles
Beacon
Platform
Vertex Delta meridian
Services
Vital Crest vertex Focus vector Alpha prime Unison Matrix
Technology
Fusion insight
Owner & Executives
Carla Taylor Adams
Financial Planner
- CRD
- #5519001
- Ownership
- 75% or more
(967) 597-7965
zenith.prime@momentumcapital.com
in linkedin.com/in/fusion-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,746,351 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,746,351 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,746,351
Public Funds:
37.8% Equity - Exchange:
21.9% Private Funds:
40.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $361,822,285 | 37.8% |
| Equity - Exchange | $209,627,197 | 21.9% |
| Private Funds | $385,752,331 | 40.3% |
| Total | $957,201,813 | 100.0% |