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Ataraxis Advisors LLC

Ataraxis Advisors LLC. CRD 328373

Ataraxis Advisors LLC logo

CRD: 328373

Ataraxis Advisors LLC

Lansing, MI, 48911
5178827800
$70.6M Total AUM
$69.9M Disc. AUM
-- 3Y CAGR
2 Employees
157 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Jackson National Life
Clients
Retail and Institutional
Platforms
Insight meridian
Established Date
12-06-2023
Office Locations
1

Office Locations

4293 Five Oaks Drive Lansing MI

About Ataraxis Advisors LLC

Ataraxis Wealth Management, LLC is an independent advisory firm based in Lansing, MI, serving clients locally and nationwide. The team provides personalized financial planning with an emphasis on retirement and income planning, alongside ongoing portfolio management using diversified funds and ETFs. Advisory services are offered through the firm, with securities offered through Osaic Wealth, Inc. (FINRA/SIPC).

Team overview

-- AVG AGE
$35.3M AVG AUM / ADVISOR
$449.9K AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Quantum

Client Personas

Wave optima

Custodian

Delta Ember Pathway

Investment Themes

Value Quantum radial

Investment Vehicles

Crest momentum

Platform

Harbor horizon Fusion crest

Services

Insight optima Vertex Focus catalyst Legacy Alpha element Summit

Technology

Vector prime

Owner & Executives

A

ASHLEY ANN LOVEALL

--

CRD
#6128454
Ownership
75% or more
(205) 695-4488
north.prime@primecapital.com
in linkedin.com/in/capital-horizon

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Contacts

S

SCOTT ALLEN DORER

--

CRD
#1561880
(242) 424-5545
wave.vital@meridiancapital.com
in linkedin.com/in/atlas-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $69,902,396 --
Non-Discretionary $724,779 --
Total $70,627,175 --

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Separately Managed Accounts

Total SMA Asset: $70,627,175

$70.6M Total SMA
Public Funds:
24.6%
Equity - Exchange:
9.4%
Cash:
12.9%
Equity - OTC:
12.3%
Municipal Bonds:
23.7%
U.S. Government/Agency:
17.1%
Asset class Assets Assets %
Public Funds $2,045,333,710 24.6%
Equity - Exchange $781,550,279 9.4%
Cash $1,072,553,043 12.9%
Equity - OTC $1,022,666,855 12.3%
Municipal Bonds $1,970,504,428 23.7%
U.S. Government/Agency $1,421,756,360 17.1%
Total $8,314,364,675 100.0%

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