$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-06-2019
- Office Locations
- 1
Office Locations
680 E. Colorado Blvd. Suite 180 Pasadena CA
About Attlee Capital LLC
Attlee Capital LLC is a Pasadena, CA registered investment adviser serving the retail channel, providing portfolio construction and asset-allocation management primarily via ETFs (92% of reported SMA assets), alongside cash. The firm custodies with Charles Schwab and is led by managing member/CCO Ryan Christopher Wah (est. 2019).
Team overview
-- AVG AGE
$10.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
Ryan Christopher Wah
Chief Compliance Officer, Managing Member
- CRD
- #7060559
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,303,685 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,303,685 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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