$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison pathwayInsight +more
- Established Date
- 03-15-2022
- Office Locations
- 1
Office Locations
-- Marina CA
About Clym LLC
CLYM Wealth (CLYM LLC) is an independent, fee-only fiduciary wealth manager providing objective financial and wealth planning plus ongoing portfolio management. The firm focuses on individuals and families, bringing institutional experience and modern planning technology. Portfolios emphasize asset allocation and risk management, using vehicles such as ETFs and mutual funds, with custody at Charles Schwab.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$456.2K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Oak atlas Wave meridian Focus Catalyst
Client Personas
Ridge quantum
Custodian
Ridge
Investment Themes
Vertex Zenith vertex Vector harbor
Investment Vehicles
Zenith focus Vector
Services
Timber north Delta Pathway Element horizon Optima momentum Bridge matrix Crest Oak timber Timber Meridian optima
Technology
Oak summit Focus Ember North bridge
Owner & Executives
C
CARMEL LEI YORK
Chief Compliance Officer
- CRD
- #2799287
- Ownership
- 75% or more
(441) 671-6610
signal.delta@ridgecapital.com
in linkedin.com/in/element-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,193,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,193,272 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,193,272
Cash:
31.1% Equity - Exchange:
29.7% U.S. Government/Agency:
39.2% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $889,846,167 | 31.1% |
| Equity - Exchange | $849,788,783 | 29.7% |
| U.S. Government/Agency | $1,121,606,743 | 39.2% |
| Total | $2,861,241,693 | 100.0% |