A
CRD: 173741
Austec Wealth Management, LLC
Stratton, CO
7205196073
$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-29-2015
- Office Locations
- 1
Office Locations
-- Stratton CO
About Austec Wealth Management, LLC
Austec Wealth Management, LLC is a Stratton-based RIA. The firm has been operating for 10 years. Managing $2.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
48 AVG AGE
$2.9M AVG AUM / ADVISOR
$259.4K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Harbor atlas Harbor
Client Personas
Crest oak Alpha
Investment Themes
Ridge oak
Investment Vehicles
Vertex peak
Services
Radial signal Unison signal Optima fusion
Owner & Executives
JOHN EDWIN HAMEL
Managing Director, Managing Member
- CRD
- #4124627
- Ownership
- 75% or more
(842) 719-6324
element.signal@atlascapital.com
in linkedin.com/in/matrix-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,853,006 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,853,006 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,853,006
Equity - Exchange:
33.6% Cash:
27.3% Public Funds:
39.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $826,714,192 | 33.6% |
| Cash | $671,705,281 | 27.3% |
| Public Funds | $962,039,433 | 39.1% |
| Total | $2,460,458,906 | 100.0% |