$113.9M Total AUM
$90.3M Disc. AUM
25.1% 3Y CAGR
3 Employees
97 ADV. Clients
9 yrs Firm Age
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- Custodian
- Brown Brothers · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-14-2017
- Office Locations
- 1
Office Locations
23 Parkway 2ND Floor Katonah NY
About Atwob
ATWOB is an independent, owner-operated RIA providing coordinated wealth management—financial planning, investment management, and tax planning under one roof. The team is fee-only (no commissions) and operates as a fiduciary. Serves individuals and business owners, including retirement plan needs, with a disciplined “control the controllable” investment philosophy and portfolio-construction approach.
Team overview
47 AVG AGE
$56.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Ridge Radial foundation Summit Prime
Client Personas
Bridge
Custodian
Element vector Pioneer crest Glacier
Investment Themes
Legacy Peak
Investment Vehicles
Crest unison
Platform
Zenith bridge
Services
Oak fusion Delta fusion Radial ridge Ember Oak delta Focus crest Vector vital Ember Delta Focus vector
Owner & Executives
R
RICHARD TODD REBORI
Founder, Principal
- CRD
- #4707220
- Ownership
- 25% but less than 50%
(561) 768-5449
signal.delta@alphacapital.com
in linkedin.com/in/horizon-oak
MICHAEL TOM
Partner, PRINCIPAL
- CRD
- #2963123
- Ownership
- 25% but less than 50%
(576) 866-3404
matrix.peak@capitalcapital.com
in linkedin.com/in/value-quantum
A
Alpha prime
Atlas delta
- CRD
- #65291
- Ownership
- 28.1%
(496) 469-5336
north.catalyst@peakcapital.com
in linkedin.com/in/vector-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,312,991 | $338,251 |
| Non-Discretionary | $23,562,867 | $2,945,358 |
| Total | $113,875,858 | $414,094 |
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Separately Managed Accounts
Total SMA Asset: $113,875,858
Public Funds:
34.5% Equity - Exchange:
23.7% Cash:
18.6% Municipal Bonds:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $546,948,942 | 34.5% |
| Equity - Exchange | $375,730,143 | 23.7% |
| Cash | $294,876,821 | 18.6% |
| Municipal Bonds | $367,803,346 | 23.2% |
| Total | $1,585,359,252 | 100.0% |