$46.1M Total AUM
$46.1M Disc. AUM
-- 3Y CAGR
2 Employees
64 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- ElementValue catalyst +more
- Established Date
- 11-06-2015
- Office Locations
- 2
Office Locations
-- Jacksonville FL
-- West Hills CA
About Attainable Wealth
Attainable Wealth is a fee-only, virtual RIA providing comprehensive financial planning and investment management for academics and former academics. Led by Inga Timmerman, PhD, CFP, the firm builds goals-based plans spanning spending organization, retirement, education, and tax considerations, and implements asset-allocation portfolios that primarily use ETFs. Custody is supported through Charles Schwab and Betterment.
Team overview
-- AVG AGE
$23.1M AVG AUM / ADVISOR
$720.7K AVG AUM / CLIENT
6.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Pioneer unison Prime foundation Delta summit
Client Personas
Vital element
Custodian
North Summit Meridian zenith Quantum
Fund Managers
Quantum element
Investment Themes
Harbor horizon Crest Peak
Investment Vehicles
Matrix summit
Platform
Prime
Services
Bridge atlas Horizon Pathway Radial Frontier catalyst Pathway Timber
Technology
Matrix Eagle legacy Bridge
Owner & Executives
I
INGA TIMMERMAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6552744
- Ownership
- 75% or more
(397) 434-3647
meridian.alpha@beaconcapital.com
in linkedin.com/in/legacy-prime
Showing 1 of 1 owners & executives
Unlock allContacts
N
Neeka Miremadi
--
- CRD
- #7929703
(805) 627-8540
alpha.crest@wavecapital.com
in linkedin.com/in/alpha-crest
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,125,496 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,125,496 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,125,496
Equity - Exchange:
56.9% Cash:
43.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $334,684,925 | 56.9% |
| Cash | $253,513,538 | 43.1% |
| Total | $588,198,463 | 100.0% |