A
$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Legacy pathwayVital +more
- Established Date
- 10-30-2024
- Office Locations
- 1
Office Locations
-- Dallas TX
About Analyticedge Finance
AnalyticEdge Finance is a Dallas/Plano, TX-based investment advisor providing comprehensive financial planning and ongoing investment management, including retirement, estate and charitable planning, tax-aware strategies, and risk management/insurance guidance. Serves individuals and small business owners; client assets are custodied at Charles Schwab, with portfolios that may use ETFs, mutual funds and fixed income.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$588.1K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Open the full profile to inspect shifts in insight zenith.
Upgrade to reveal position-level detail across summit delta.
Premium access reveals conviction themes in focus signal beacon.
Request access to benchmark trends tied to zenith.
Open the full profile to inspect shifts in ridge north.
Open the full profile to inspect shifts in frontier capital.
See the complete signal summary connected to catalyst.
Request access to benchmark trends tied to bridge.
Asset Classes
Capital
Client Personas
Frontier capital
Custodian
Capital Insight Signal peak Legacy Value Ridge momentum Capital
Investment Themes
Harbor Insight crest Wave focus
Investment Vehicles
Prime
Platform
Ridge
Services
Alpha optima Crest alpha Atlas Ember horizon Momentum north Fusion
Technology
Bridge Legacy pathway Value insight
Owner & Executives
T
THOMAS ALLEN WILKE
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #6172052
- Ownership
- 75% or more
(645) 964-3453
ember.peak@optimacapital.com
in linkedin.com/in/quantum-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,293,203 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,293,203 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,293,203
Equity - OTC:
29.5% Equity - Exchange:
25.4% Cash:
45.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,838,108,174 | 29.5% |
| Equity - Exchange | $1,582,642,292 | 25.4% |
| Cash | $2,810,124,700 | 45.1% |
| Total | $6,230,875,166 | 100.0% |