$3.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
6 yrs Firm Age
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- Custodian
- BNY Mellon · Pershing · SSG
- Clients
- Retail
- Platforms
- CapitalQuantum
- Established Date
- 05-14-2020
- Office Locations
- 1
Office Locations
-- BEN Lomond CA
About Carpe Diem Financial Life Planning
Carpe Diem Financial Life Planning is a Ben Lomond, CA concierge firm serving individuals and families in the Santa Cruz Mountains. The practice combines financial life planning and portfolio construction with in-house tax preparation and mortgage brokerage coordinated by a CFP. Investment approach emphasizes diversified allocations, with SMAs largely implemented using ETFs alongside investment-grade corporate bonds.
Team overview
61 AVG AGE
$3.0M AVG AUM / ADVISOR
$750.0K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
Alpha capital Timber
Custodian
Delta focus Optima atlas
Investment Themes
Matrix Focus catalyst Unison
Investment Vehicles
Crest vertex
Services
Radial vector Alpha Wave Pathway Value pioneer Ridge signal Fusion insight Wave
Technology
Wave Prime north
Owner & Executives
ROBERT COURTLAND ARNE
Associate, Chief Compliance Officer, President
- CRD
- #2632314
- Ownership
- 75% or more
(363) 933-4434
glacier.vertex@pathwaycapital.com
in linkedin.com/in/summit-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,000,000
Equity - Exchange:
61.1% Public Funds:
38.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,591,427,316 | 61.1% |
| Public Funds | $2,923,183,676 | 38.9% |
| Total | $7,514,610,992 | 100.0% |