$7.6M Total AUM
$7.6M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ridge catalyst
- Established Date
- 10-06-2025
- Office Locations
- 1
Office Locations
-- Frisco TX
About Blsh Wealth Management
Blsh Wealth Management is a Frisco-based RIA. The firm has been operating for 0 years. Managing $7.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, College Planning.
Team overview
29 AVG AGE
$3.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Insight Horizon Vital ember
Client Personas
Vital optima Pioneer unison Crest Catalyst pioneer
CRM
Bridge glacier
Custodian
North Frontier Vector crest
Investment Themes
Element Alpha Alpha Horizon
Investment Vehicles
Optima value
Services
North Ember quantum Vital Meridian signal Catalyst Matrix Glacier crest Value peak Atlas Eagle eagle Quantum value Matrix Quantum legacy
Technology
Unison unison
Owner & Executives
EDWARD GERALD DE CABOOTER
Managing Member
- CRD
- #7414864
- Ownership
- 50% but less than 75%
(428) 771-6913
harbor.quantum@pioneercapital.com
in linkedin.com/in/unison-frontier
L
Lily Anne Griffin
Chief Compliance Officer, Managing Member
- CRD
- #8130522
- Ownership
- 50% but less than 75%
(734) 741-6176
zenith.legacy@radialcapital.com
in linkedin.com/in/harbor-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,617,277 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,617,277 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,617,277
Public Funds:
48.7% Cash:
51.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,406,771,813 | 48.7% |
| Cash | $1,481,876,673 | 51.3% |
| Total | $2,888,648,486 | 100.0% |