$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- Capital timber
- Established Date
- 10-01-2024
- Office Locations
- 1
Office Locations
-- Randolph NJ
About Calrivan Wealth Management
Calrivan Wealth Management is a Randolph-based RIA. The firm has been operating for 1 years. Managing $3.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$390.0K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Value ember Prime vital
Client Personas
Matrix
Custodian
Legacy value Wave Value catalyst Vector glacier Momentum
Investment Themes
Ember Meridian ridge
Investment Vehicles
Delta
Platform
Glacier
Services
Crest Beacon signal Focus vertex Delta quantum Atlas Harbor pioneer Alpha insight
Technology
Signal north
Owner & Executives
E
ERIK JAMES BLACK
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4202463
- Ownership
- 50% but less than 75%
(242) 605-5239
insight.momentum@signalcapital.com
in linkedin.com/in/wave-focus
V
VANESSA COSCARELLI
Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
(276) 532-3091
pioneer.vital@vectorcapital.com
in linkedin.com/in/fusion-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,900,000
Public Funds:
6.3% U.S. Government/Agency:
10.6% Cash:
31.3% Equity - Exchange:
10.1% Municipal Bonds:
20.8% Private Funds:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $254,237,957 | 6.3% |
| U.S. Government/Agency | $427,765,451 | 10.6% |
| Cash | $1,263,118,737 | 31.3% |
| Equity - Exchange | $407,587,835 | 10.1% |
| Municipal Bonds | $839,388,809 | 20.8% |
| Private Funds | $843,424,333 | 20.9% |
| Total | $4,035,523,122 | 100.0% |