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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-10-2023
- Office Locations
- 1
Office Locations
About Audible Wealth Management
Audible Wealth Management is a fiduciary RIA that acts as a client’s outsourced CIO, building and monitoring portfolios across public markets with access to private investment opportunities. The team sources, negotiates, structures, and manages risk while delivering wealth planning and tax-aware investment advisory. Serves individuals and families, executives and business owners, retirees, and professional athletes, supported by digital onboarding and a secure document vault for tax files.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Isiah John Williams
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer, PARTNER
- CRD
- #6752996
- Ownership
- 75% or more
Monica Alisa Carlos
Chief Growth Officer, Director, PARTNER
- CRD
- #7604121
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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JONATHAN Maxwell MCKINNEY
--
- CRD
- #6621457
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,200,479 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,200,479 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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