$19.6M Total AUM
$19.2M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- MomentumBeacon meridian
- Established Date
- 08-31-2021
- Office Locations
- 1
Office Locations
-- Chicago IL
About BWM LLC
BWM LLC is a mortgage brokerage providing origination services across Colorado and Florida. The team brings decades of experience arranging financing solutions for homebuyers and homeowners, with a focus on access to competitive products and rates. The firm emphasizes industry best-practice refinement and building new technology to improve client outcomes.
Team overview
-- AVG AGE
$19.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Legacy Timber vector Insight
Client Personas
North
Custodian
Legacy Meridian momentum
Investment Themes
Harbor
Investment Vehicles
Catalyst
Platform
Alpha vector
Services
Frontier ridge Alpha Ridge Capital
Technology
Element foundation Pioneer quantum
Owner & Executives
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Unlock allContacts
P
PATRICK LUKE BRIERTON
--
- CRD
- #1864354
(225) 926-1635
optima.vector@vitalcapital.com
in linkedin.com/in/eagle-signal
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,234,682 | -- |
| Non-Discretionary | $369,000 | -- |
| Total | $19,603,682 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,603,682
Equity - Exchange:
8.4% U.S. Government/Agency:
31.2% Cash:
19.2% Municipal Bonds:
29.7% Corporate - Investment Grade:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $386,339,712 | 8.4% |
| U.S. Government/Agency | $1,434,976,073 | 31.2% |
| Cash | $883,062,199 | 19.2% |
| Municipal Bonds | $1,365,986,839 | 29.7% |
| Corporate - Investment Grade | $528,917,463 | 11.5% |
| Total | $4,599,282,286 | 100.0% |