$70.6M Total AUM
$69.9M Disc. AUM
-- 3Y CAGR
2 Employees
157 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm 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
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
Showing 1 of 1 owners & executives
Unlock allContacts
SCOTT ALLEN DORER
Registered Representative, Investment Advisor Representative
- CRD
- #1561880
(242) 424-5545
wave.vital@meridiancapital.com
in linkedin.com/in/atlas-frontier
Showing 1 of 2 contacts
Unlock allAssets 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
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% |