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- Custodian
- State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-07-2013
- Office Locations
- 1
Office Locations
About Auctus Wealth Management Inc.
Auctus Wealth Management is an independent, full-service RIA providing wealth management, investment advisory, and financial planning with customized portfolios. The firm takes a balanced, globally oriented, product-agnostic approach—selecting from a broad set of investments and tailoring recommendations to each client’s goals and full financial picture. Decade-old practice (founded 2013) with accounts custodied at State Street.
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Owner & Executives
SASHA SABSOWITZ COVIELLO
Chief Compliance Officer, Founder, Managing Partner
- CRD
- #5099844
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $45,435,079 | -- |
| Total | $45,435,079 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,435,079
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $320,085,772 | 9.9% |
| Cash | $666,037,062 | 20.6% |
| U.S. Government/Agency | $410,615,082 | 12.7% |
| Municipal Bonds | $966,723,696 | 29.9% |
| Corporate - Investment Grade | $869,728,008 | 26.9% |
| Total | $3,233,189,620 | 100.0% |