CRD: 329915
Capital Wise Advisory
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-15-2024
- Office Locations
- 1
Office Locations
28210 Paseo Drive Suite 190 Office 314 Wesley Chapel FL
About Capital Wise Advisory
Capital Wise Advisory is a Florida RIA focused on retirement planning for pre-retirees and retirees, building fiduciary, goal-based plans aimed at helping clients not outlive their money. The firm pairs financial planning with ongoing portfolio management, primarily using ETF-based allocations, and custodies on Altruist.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$363.0K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DANA W LYON
Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #2326989
- 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 | $3,993,494 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,993,494 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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