$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-26-2022
- Office Locations
- 1
Office Locations
-- Conway AR
About Antoine Wealth Management
Antoine Wealth Management is a Conway, AR boutique led by Daniel J. Antoine providing personalized financial planning and ongoing portfolio management. The firm builds and maintains diversified, risk-aligned investment mixes to help clients pursue goals like retirement, home purchase, and education, emphasizing disciplined allocation and risk management. Accounts are custodied at Charles Schwab.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
$458.0K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
D
Daniel Joseph Antoine
Chief Compliance Officer, Managing Member, President
- CRD
- #7491954
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,121,920 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,121,920 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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