$4.7M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark
- Clients
- Retail and Institutional
- Platforms
- Unison
- Established Date
- 07-10-2019
- Office Locations
- 1
Office Locations
-- Snohomish WA
About Business Wise Insurance, Pllc
Business Wise Insurance, PLLC provides one-on-one financial planning and managed investment portfolios for individuals and business owners, with an emphasis on retirement readiness (including 401(k) plans), risk management, and long-term wealth longevity. Services also include business planning and long-term care insurance. Custody support includes Schwab and Fidelity, and the firm offers a secure file-upload portal for client document exchange.
Team overview
60 AVG AGE
$4.7M AVG AUM / ADVISOR
$591.7K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Unlock to see real insight on bridge catalyst radial.
Request access to benchmark trends tied to glacier.
Request access to benchmark trends tied to timber.
Full visibility includes strategy notes for frontier zenith timber.
Request access to benchmark trends tied to delta optima.
Unlock to compare peer behavior around harbor vertex.
Unlock to see real insight on vital foundation.
Unlock to see real insight on signal vector radial.
Accredited Investors
Zenith
Asset Classes
Value Momentum Legacy Meridian element Vital capital Horizon signal
Client Personas
Quantum bridge Value
Custodian
Value Ridge ember Unison vertex Frontier
Investment Themes
Value focus Unison Peak Atlas signal Vertex vertex
Investment Vehicles
Summit
Platform
Capital
Services
Atlas Capital alpha Optima ember Prime value Quantum element North pathway Pathway quantum Ridge Value vital Matrix meridian Vital capital Optima Bridge insight
Technology
Signal zenith
Owner & Executives
ROBERT PAUL LOCKYER
Managing Member
- CRD
- #2508896
- Ownership
- 75% or more
(971) 352-9155
oak.matrix@signalcapital.com
in linkedin.com/in/bridge-insight
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 | $1,431,008 | -- |
| Non-Discretionary | $3,302,926 | -- |
| Total | $4,733,934 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,733,934
Equity - OTC:
31.3% Equity - Exchange:
25.0% U.S. Government/Agency:
16.7% Cash:
16.8% Sovereign Bonds:
10.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $572,358,065 | 31.3% |
| Equity - Exchange | $457,155,004 | 25.0% |
| U.S. Government/Agency | $305,379,543 | 16.7% |
| Cash | $307,208,163 | 16.8% |
| Sovereign Bonds | $186,519,241 | 10.2% |
| Total | $1,828,620,016 | 100.0% |