$24.3M Total AUM
$24.3M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2016
- Office Locations
- 1
Office Locations
3518 FOX Hurst Drive Midlothian VA
About Ardent Wealth Advisory, LLC
Ardent Wealth Advisory (MoneyPulse) is a retail-focused advisory offering financial planning and portfolio management, using its MoneyPulse quiz to score clients across seven life/financial dimensions and align advice to goals. Portfolios are primarily ETF-based. Founder Tim Nitz also publishes “Tim’s Tips” videos connecting finances to lifestyle; custody includes Schwab and LPL.
Team overview
64 AVG AGE
$24.3M AVG AUM / ADVISOR
$540.5K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Asset Classes
North timber Glacier Ridge meridian Capital
Custodian
Pioneer legacy
Investment Themes
Prime pioneer
Investment Vehicles
Radial
Services
Beacon Crest bridge Unison Optima
Owner & Executives
T
TIMOTHY ALAN NITZ
Chief Compliance Officer, Managing Member
- CRD
- #1386947
- Ownership
- Less than 5%
(812) 597-2596
vertex.oak@momentumcapital.com
in linkedin.com/in/momentum-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,320,931 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,320,931 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,320,931
Equity - Exchange:
17.4% Cash:
40.5% Public Funds:
42.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $789,881,802 | 17.4% |
| Cash | $1,838,517,988 | 40.5% |
| Public Funds | $1,911,150,797 | 42.1% |
| Total | $4,539,550,587 | 100.0% |