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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Element
- Established Date
- 01-27-2021
- Office Locations
- 1
Office Locations
About Ciclo Wealth LLC
Ciclo Wealth is a founder-led Portland, OR RIA focused on streamlined, efficient financial advice for individuals and business owners. The firm delivers financial and investment planning, portfolio construction and asset allocation with risk management across fixed income, mutual funds and ETFs, plus estate, tax and insurance planning and business-succession guidance. Custodies with Charles Schwab and uses Envestnet MoneyGuide.
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Owner & Executives
PHILIP JOEL RICHMAN
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2838530
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,804,477 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,804,477 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,804,477
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $749,212,553 | 25.5% |
| Cash | $258,551,783 | 8.8% |
| Equity - Exchange | $390,765,763 | 13.3% |
| Municipal Bonds | $781,531,526 | 26.6% |
| Corporate - Investment Grade | $758,026,820 | 25.8% |
| Total | $2,938,088,445 | 100.0% |