CRD: 305342
Arthurs Wealth Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Interactive Brokers · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2020
- Office Locations
- 1
Office Locations
About Arthurs Wealth Management
Arthurs Wealth Management (AWM) is a boutique, founder-led RIA in Ponte Vedra Beach, FL providing open-architecture, personalized wealth management and customized portfolio construction. The firm works with individuals including athletes, business owners, and entrepreneurs, and implements strategies that prominently use ETFs alongside fixed-income exposures (including U.S. government/agency bonds). Platforms include Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRANDON P ARTHURS
Chief Compliance Officer, Managing Member, Registered Investment Advisor
- CRD
- #5285430
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,945,319 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,945,319 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing