CRD: 325013
Bolin Creek Wealth Advisors LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Tiaa
- Clients
- Retail
- Platforms
- Meridian
- Established Date
- 03-10-2023
- Office Locations
- 1
Office Locations
About Bolin Creek Wealth Advisors LLC
Bolin Creek Wealth Advisors is an independent, fee-only RIA providing retirement-focused financial planning, including hourly engagements for specific questions or a one-time comprehensive plan, plus ongoing wealth management with integrated planning and investment management for mid-career through retired individuals and families. As fiduciaries, they don’t sell products or take commissions; portfolios skew heavily to ETFs, with custody at Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AUSTIN LANE BROWN
Chief Compliance Officer, Co-founder, Wealth Advisor
- CRD
- #6773932
- Ownership
- 50% but less than 75%
JOSEPH MICHAEL MARQUES
Chief Financial Officer, Co-founder, Wealth Advisor
- CRD
- #5270644
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,825,162 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,825,162 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $23,825,162
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $717,152,743 | 14.1% |
| Public Funds | $2,263,354,403 | 44.5% |
| Cash | $935,858,899 | 18.4% |
| U.S. Government/Agency | $1,169,823,624 | 23.0% |
| Total | $5,086,189,669 | 100.0% |