$81.5M Total AUM
$79.4M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- LegacyFrontier insight +more
- Established Date
- 01-11-2018
- Office Locations
- 1
Office Locations
311 W. Fairbanks Avenue Suite 201 Winter Park FL
About Avenues Wealth, LLC
Avenues Wealth is a Winter Park, FL fee-only, independent RIA offering wealth management and financial planning. The firm emphasizes objective, unbiased advice and behavioral finance discipline. Portfolios are implemented largely with ETFs and other public funds. The practice is listed on NAPFA and the Fee Only Network and custodies with Charles Schwab.
Team overview
50 AVG AGE
$81.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Zenith Fusion Crest
Client Personas
Value radial
Custodian
Frontier vital Unison Quantum frontier Crest Eagle Zenith Crest beacon
Investment Themes
Element Fusion Quantum
Investment Vehicles
Optima Optima value
Services
Pioneer Frontier Wave element Vector element Wave
Technology
Fusion harbor Alpha Catalyst
Owner & Executives
JEFFREY DAVID NIELSON
Chief Compliance Officer, Managing Member, Wealth Management Consultant
- CRD
- #2911104
- Ownership
- 75% or more
(605) 469-2903
vector.value@zenithcapital.com
in linkedin.com/in/glacier-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,371,436 | -- |
| Non-Discretionary | $2,132,538 | -- |
| Total | $81,503,974 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,503,974
Public Funds:
32.1% Equity - Exchange:
31.6% Private Funds:
18.2% Cash:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,819,254,368 | 32.1% |
| Equity - Exchange | $2,775,340,749 | 31.6% |
| Private Funds | $1,598,455,748 | 18.2% |
| Cash | $1,589,673,023 | 18.1% |
| Total | $8,782,723,888 | 100.0% |