$6.6M Total AUM
$6.6M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- PeakLegacy
- Established Date
- 04-14-2020
- Office Locations
- 1
Office Locations
-- LE ROY IL
About Blue Jean Wealth Management
Blue Jean Wealth Management is a LE ROY-based RIA. The firm has been operating for 6 years. Managing $6.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$6.6M AVG AUM / ADVISOR
$105.9K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
6yrs Firm Age
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Asset Classes
Eagle beacon
Client Personas
Insight bridge Fusion Signal element
Custodian
Focus Foundation frontier
Investment Themes
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Investment Vehicles
Delta north
Services
Prime Vertex Matrix Vector oak Harbor Alpha Peak alpha Unison value North
Technology
Radial vital Vertex
Owner & Executives
B
Bryce Joseph Dooley
Chief Compliance Officer, Investment Associate
- CRD
- #7197724
- Ownership
- 75% or more
(892) 784-4157
zenith.ridge@fusioncapital.com
in linkedin.com/in/pioneer-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,563,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,563,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,563,000
Equity - Exchange:
22.0% U.S. Government/Agency:
21.5% Derivatives:
26.0% Cash:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $858,858,100 | 22.0% |
| U.S. Government/Agency | $839,338,598 | 21.5% |
| Derivatives | $1,015,014,119 | 26.0% |
| Cash | $1,190,689,639 | 30.5% |
| Total | $3,903,900,456 | 100.0% |