CRD: 327780
Avinci Wealth Management, Inc.
$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier timber
- Established Date
- 01-03-2024
- Office Locations
- 1
Office Locations
23929 Valencia Blvd Suite 404 Valencia CA
About Avinci Wealth Management, Inc.
Avinci Wealth Management is an independent registered investment adviser serving clients across Southern California with retirement planning and private wealth management. The firm delivers personalized financial planning, portfolio construction and asset allocation, and retirement income strategy guidance, and also hosts educational seminars and events. Client access includes a Charles Schwab portal.
Team overview
57 AVG AGE
$10.3M AVG AUM / ADVISOR
$159.2K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Element catalyst Delta
Client Personas
Legacy focus
Custodian
Summit timber
Investment Themes
Vector element Vital vector
Investment Vehicles
Ridge catalyst
Platform
Fusion
Services
Horizon beacon Radial Vital signal Summit eagle Wave harbor Momentum
Technology
Insight horizon
Owner & Executives
LINDAHL LARRY LUCAS II
Chief Compliance Officer, Owner
- CRD
- #4815132
- Ownership
- 75% or more
(918) 751-4508
peak.atlas@fusioncapital.com
in linkedin.com/in/crest-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,345,546 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,345,546 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,345,546
U.S. Government/Agency:
6.7% Equity - Exchange:
11.6% Public Funds:
28.2% Cash:
27.3% Corporate - Investment Grade:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $459,672,069 | 6.7% |
| Equity - Exchange | $795,850,149 | 11.6% |
| Public Funds | $1,934,739,155 | 28.2% |
| Cash | $1,872,992,160 | 27.3% |
| Corporate - Investment Grade | $1,797,523,611 | 26.2% |
| Total | $6,860,777,144 | 100.0% |