$30.6M Total AUM
$30.6M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- PioneerLegacy
- Established Date
- 09-26-2025
- Office Locations
- 1
Office Locations
-- Westminster MD
About Cecil Wealth
Cecil Wealth is a Westminster-based RIA. The firm has been operating for 0 years. Managing $30.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and LPL Financial. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$30.6M AVG AUM / ADVISOR
$745.9K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Vertex
Client Personas
Meridian
Custodian
North Signal Wave
Investment Themes
Catalyst timber Atlas Unison signal
Investment Vehicles
Zenith momentum
Services
Oak alpha Eagle Peak Momentum Summit Ember peak Legacy zenith
Technology
Ember foundation Crest horizon
Owner & Executives
ANDREW CECIL
Chief Compliance Officer, Managing Member
- CRD
- #6812282
- Ownership
- 75% or more
(716) 832-4925
bridge.momentum@signalcapital.com
in linkedin.com/in/pathway-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,580,517 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,580,517 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,580,517
Equity - Exchange:
36.9% Public Funds:
28.4% Cash:
16.7% Corporate - Investment Grade:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,944,898,744 | 36.9% |
| Public Funds | $2,266,534,534 | 28.4% |
| Cash | $1,332,786,152 | 16.7% |
| Corporate - Investment Grade | $1,436,535,973 | 18.0% |
| Total | $7,980,755,403 | 100.0% |