CRD: 153250
Asset Wealth Advisors, LLC
Scottsdale, AZ
8503781188
$15.1M Total AUM
$15.1M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-23-2010
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About Asset Wealth Advisors, LLC
Asset Wealth Advisors, LLC is a Scottsdale-based RIA. The firm has been operating for 15 years. Managing $15.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and LPL Financial. Services offered include Asset Management.
Team overview
-- AVG AGE
$15.1M AVG AUM / ADVISOR
$719.0K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Momentum fusion Momentum
Client Personas
Delta capital
Investment Themes
Eagle summit
Investment Vehicles
Legacy alpha
Services
Delta meridian
Owner & Executives
R
ROBERT LEE ENGLAND
Chief Compliance Officer, Managing Member, President
- CRD
- #811959
- Ownership
- 75% or more
(375) 205-5690
matrix.signal@primecapital.com
in linkedin.com/in/fusion-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,100,000
Equity - Exchange:
4.6% Cash:
22.5% Derivatives:
21.3% Corporate - Investment Grade:
16.9% Other:
16.7% Public Funds:
4.1% U.S. Government/Agency:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $125,890,585 | 4.6% |
| Cash | $615,769,166 | 22.5% |
| Derivatives | $582,928,144 | 21.3% |
| Corporate - Investment Grade | $462,511,063 | 16.9% |
| Other | $457,037,559 | 16.7% |
| Public Funds | $112,206,826 | 4.1% |
| U.S. Government/Agency | $380,408,507 | 13.9% |
| Total | $2,736,751,850 | 100.0% |