CRD: 332751
Conviction Wealth Management LLC
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-24-2025
- Office Locations
- 1
Office Locations
-- Austin TX
About Conviction Wealth Management LLC
Conviction Wealth Management LLC is a Austin-based RIA. The firm has been operating for 1 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$390.0K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Value
Client Personas
North
Custodian
Horizon Summit Pioneer ridge Pathway Eagle
Investment Themes
Glacier Meridian optima Radial
Investment Vehicles
Bridge
Services
Alpha Harbor Foundation foundation Vertex Matrix crest Vertex
Owner & Executives
B
Brian Patrick Heath
Chief Compliance Officer, Managing Member
- CRD
- #6805343
- Ownership
- 75% or more
(369) 458-6255
vector.wave@ridgecapital.com
in linkedin.com/in/insight-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,120,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,120,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,120,000
Public Funds:
49.7% Equity - Exchange:
18.8% Cash:
31.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,048,220,686 | 49.7% |
| Equity - Exchange | $774,779,656 | 18.8% |
| Cash | $1,298,168,041 | 31.5% |
| Total | $4,121,168,383 | 100.0% |