$22.4M Total AUM
$22.4M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-03-2021
- Office Locations
- 1
Office Locations
-- Lake Mary FL
About Batman Wealth Management, LLC
Batman Wealth Management, LLC is a Central Florida fee-only RIA led by David Batman (33+ years’ experience), providing financial planning, portfolio management, and second-opinion guidance for individuals and families. The practice emphasizes ETF-based portfolios complemented by cash and high-quality bonds, and includes a Charles Schwab custody relationship for operational continuity.
Team overview
60 AVG AGE
$22.4M AVG AUM / ADVISOR
$378.9K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
DAVID PAUL BATMAN
Chief Compliance Officer
- CRD
- #1538951
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,357,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,357,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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