CRD: 319565
Charleston Wealth Advisors
$81.0M Total AUM
$78.6M Disc. AUM
-- 3Y CAGR
1 Employees
98 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VectorEmber +more
- Established Date
- 06-03-2022
- Office Locations
- 1
Office Locations
806 Johnnie Dodds Blvd STE 202 Mount Pleasant SC
About Charleston Wealth Advisors
Charleston Wealth Advisors is a CFP-led firm in Mount Pleasant, SC serving individuals, families, and business owners with strategic financial planning and ongoing oversight. The team works with active families, pre-retirees, retirees seeking a conservative, income-oriented approach with inflation protection, and inheritors navigating new wealth. Custody includes Charles Schwab and Altruist.
Team overview
-- AVG AGE
$81.0M AVG AUM / ADVISOR
$826.7K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Peak legacy Pioneer capital
Client Personas
Crest eagle Ember
Custodian
Radial frontier Beacon frontier Unison fusion Capital Zenith north Glacier Pathway Quantum Pioneer Vertex Value summit
Fund Managers
Value
Investment Themes
Eagle ember Vertex Zenith
Investment Vehicles
Radial signal
Platform
Horizon momentum Harbor
Services
Ridge timber Value Signal Optima harbor Atlas Wave frontier Value Pathway optima Optima unison Optima element
Technology
Vector Crest Prime peak Alpha Crest insight Legacy
Owner & Executives
MANUEL A. MARTINEZ
Chief Compliance Officer, FOUNDER, Wealth Advisor
- CRD
- #4838649
- Ownership
- 75% or more
(249) 790-1802
signal.harbor@fusioncapital.com
in linkedin.com/in/capital-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,623,000 | -- |
| Non-Discretionary | $2,394,000 | -- |
| Total | $81,017,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,017,000
Public Funds:
24.4% Equity - Exchange:
8.8% Cash:
7.7% Municipal Bonds:
28.9% U.S. Government/Agency:
30.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,649,140,085 | 24.4% |
| Equity - Exchange | $594,771,834 | 8.8% |
| Cash | $520,425,355 | 7.7% |
| Municipal Bonds | $1,953,284,773 | 28.9% |
| U.S. Government/Agency | $2,041,148,793 | 30.2% |
| Total | $6,758,770,840 | 100.0% |