B
$43.8M Total AUM
$43.8M Disc. AUM
-- 3Y CAGR
1 Employees
114 ADV. Clients
3 yrs Firm Age
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- Custodian
- Assetmark ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-26-2022
- Office Locations
- 1
Office Locations
1918 St. Andrews Ct. NE Cedar Rapids IA
About Busbee Wealth Advisors LLC
Busbee Wealth Advisors LLC is a Cedar Rapids-based RIA. The firm has been operating for 3 years. Managing $43.8M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Pershing.
Team overview
67 AVG AGE
$43.8M AVG AUM / ADVISOR
$384.1K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JEFFREY CHARLES BUSBEE
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Founder, Managing Member, Wealth Advisor
- CRD
- #1515579
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,788,494 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,788,494 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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