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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-26-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $458.0K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Antoine Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Daniel Joseph Antoine
Chief Compliance Officer, Managing Member, President
- CRD
- #7491954
- Ownership
- 75% or more
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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
SMA allocation detail is available
Antoine Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.