$8.8M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value vectorValue +more
- Established Date
- 12-03-2022
- Office Locations
- 1
Office Locations
-- Mckinney TX
About Ataroke Wealth
Ataroke Wealth is a fee-only, fiduciary financial planning and wealth management firm based in McKinney, TX, serving clients locally and virtually nationwide. It provides hourly advice, a 3-meeting “Get on Track” quick plan, comprehensive ongoing planning, and standalone investment management—no commissions or product sales. Founded by CFP® Taylor Stewart (second-generation planner and author). Platforms include Altruist and Schwab.
Team overview
-- AVG AGE
$8.8M AVG AUM / ADVISOR
$418.6K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Oak Quantum Ridge Summit
Custodian
Summit Ember focus Fusion Summit beacon Meridian alpha Fusion fusion Radial insight Matrix Catalyst atlas
Fund Managers
Signal alpha Momentum beacon
Investment Themes
Unison oak Frontier
Investment Vehicles
Meridian quantum
Services
Unison ember Peak Catalyst insight Beacon Eagle value Optima focus Eagle fusion Vector prime
Technology
Glacier meridian Ridge Ridge timber
Owner & Executives
OWEN TAYLOR STEWART
Chief Compliance Officer
- CRD
- #6740651
- Ownership
- 75% or more
(958) 847-8892
radial.peak@pioneercapital.com
in linkedin.com/in/catalyst-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,790,333 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,790,333 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,790,333
Public Funds:
40.7% Cash:
28.8% Other:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,419,083,602 | 40.7% |
| Cash | $2,419,400,681 | 28.8% |
| Other | $2,562,212,527 | 30.5% |
| Total | $8,400,696,810 | 100.0% |