$25.5M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- BridgeQuantum momentum +more
- Established Date
- 06-30-2010
- Office Locations
- 1
Office Locations
-- Franklin WI
About Bluemound Asset Management, LLC
Bluemound Asset Management is a Wisconsin-based, retail-focused RIA led by managing member Kirk Spano. The firm provides asset management and financial planning, using ETF-centric portfolios with active risk management that can incorporate derivatives and cash. Its website features frequent market outlook letters, including positioning for volatility and a primer on Bitcoin/crypto investing.
Team overview
-- AVG AGE
$25.5M AVG AUM / ADVISOR
$510.0K AVG AUM / CLIENT
16 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Premium access reveals conviction themes in value frontier.
Full visibility includes strategy notes for unison legacy element.
Unlock to compare peer behavior around glacier crest.
See the complete signal summary connected to radial.
See the complete signal summary connected to zenith.
See the complete signal summary connected to prime ember.
Premium access reveals conviction themes in eagle beacon.
Upgrade to reveal position-level detail across ridge focus.
Accredited Investors
Horizon
Asset Classes
Harbor matrix Prime summit Ridge Peak glacier Bridge focus North harbor Meridian Crest Signal Timber
Client Personas
Focus eagle Quantum unison
CRM
Eagle horizon
Custodian
Ember north Harbor Frontier peak Focus oak Ember Insight Crest Foundation Momentum Catalyst
Fund Managers
Atlas atlas
Investment Themes
Ridge quantum Matrix
Investment Vehicles
Value vital Harbor timber
Services
Glacier Insight peak Vector meridian Bridge summit Wave Value timber Vertex
Technology
Horizon Zenith Insight momentum Atlas Crest Optima delta
Owner & Executives
KIRK SPANO
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2750933
- Ownership
- 75% or more
(944) 616-6135
vertex.glacier@bridgecapital.com
in linkedin.com/in/foundation-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | -- |
| Non-Discretionary | $1,500,000 | -- |
| Total | $25,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $25,500,000
Equity - Exchange:
22.5% Derivatives:
35.0% Cash:
42.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $602,763,407 | 22.5% |
| Derivatives | $937,631,966 | 35.0% |
| Cash | $1,138,553,101 | 42.5% |
| Total | $2,678,948,474 | 100.0% |