AdvizorPro
CME Strategic Wealth Management

CME Strategic Wealth Management. CRD 282471

CME Strategic Wealth Management logo

CRD: 282471

CME Strategic Wealth Management

$643.8K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
10 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Apex
Clients
Retail
Platforms
Available
Established Date
02-12-2016
Office Locations
1

Office Locations

43537 Ridge Park Drive, Suite 100 Temecula CA

About CME Strategic Wealth Management

CME Financial Services provides financial planning and advisory services for first responders and other public employees, as well as individuals, families, and closely held businesses. The firm builds disciplined investment strategies and retirement plans, and also supports insurance and college planning. A key specialty is navigating Ohio public pension benefits, including DROP and PLOP options. Advisory access is offered through Private Advisor Group or LPL Financial, with portfolios often implemented using ETFs.

Team overview

-- AVG AGE
$643.8K AVG AUM / ADVISOR
$30.7K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

C

CLETUS ENYINIA EMEZIEM

Chief Compliance Officer, Financial Advisor

CRD
#2692280
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $643,816 --
Total $643,816 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Derivatives:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Derivatives Available Available
Total Available Available

Continue browsing

View all advisor firms in California

Start a free trial and
prospect smarter