$45.0M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Vertex summit
- Established Date
- 10-30-2020
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Avec LLC
AVEC LLC is a San Francisco–based registered investment adviser serving entrepreneurs with financial planning, insurance support, and investment planning. Portfolios are primarily built with ETFs and public funds, emphasizing asset allocation and risk management with ESG/impact preferences when desired. The firm uses Altruist and Charles Schwab for custody.
Team overview
-- AVG AGE
$45.0M AVG AUM / ADVISOR
$9.0M AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Value Vital oak Fusion bridge Ember atlas Delta peak Harbor signal Meridian Unison north Catalyst Vertex
Client Personas
Focus
Investment Themes
Pioneer Glacier Capital Unison Element Atlas meridian
Investment Vehicles
Pathway momentum Pathway
Services
Bridge Legacy foundation Ridge
Technology
Signal wave
Owner & Executives
D
Donald Richard Wong Jr.
Chief Compliance Officer, Investment Advisor, Managing Partner
- CRD
- #7294468
- Ownership
- 75% or more
(392) 213-1682
ridge.value@fusioncapital.com
in linkedin.com/in/eagle-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,990,471 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,990,471 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,990,471
Equity - Exchange:
41.9% Public Funds:
18.6% Cash:
39.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,699,033,588 | 41.9% |
| Public Funds | $1,642,053,096 | 18.6% |
| Cash | $3,487,155,770 | 39.5% |
| Total | $8,828,242,454 | 100.0% |