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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-10-2023
- Office Locations
- 2
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 505 clients, or 126.3 clients per representative. That equates to $151.4K in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on September 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Audible Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Isiah John Williams
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer, PARTNER
- CRD
- #6752996
- Ownership
- 75% or more
VERONICA MARCELA FUENTES
Chief Operating Officer, PARTNER
- CRD
- #5928729
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
Monica Alisa Carlos
Director
- CRD
- #7604121
JONATHAN Maxwell MCKINNEY
Senior Wealth Advisor
- CRD
- #6621457
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,437,350 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,437,350 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Audible Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.